Mittelman Wealth Management Vanguard Financial ETF Transaction History
Mittelman Wealth Management
- $154 Billion
- Q2 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Financial ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 11,953 shares of VFH stock, worth $1.45 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
11,953
Previous 12,965
7.81%
Holding current value
$1.45 Million
Previous $1.33 Billion
10.07%
% of portfolio
0.77%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
668Shares Held
50.8MCall Options Held
59.5KPut Options Held
10.6K-
Bank Of America Corp Charlotte, NC23.5MShares$2.86 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$336 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$213 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$185 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$171 Million0.03% of portfolio