Modern Wealth Management, LLC Vanguard Financial ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,288 shares of VFH stock, worth $411,460. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,288
Previous 3,177 3.49%
Holding current value
$411,460
Previous $349 Million 18.28%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$108.87 - $126.2 $12,084 - $14,008
111 Added 3.49%
3,288 $413 Million
Q3 2024

Nov 05, 2024
BUY
$99.27 - $111.21 $15,287 - $17,126
154 Added 5.09%
3,177 $349 Million
Q2 2024

Aug 07, 2024
BUY
$95.9 - $103.0 $4,507 - $4,841
47 Added 1.58%
3,023 $302 Million
Q1 2024

May 13, 2024
BUY
$90.62 - $102.39 $269,685 - $304,712
2,976 New
2,976 $302 Million

Others Institutions Holding VFH

# of Institutions
759
Shares Held
54.4M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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