Modern Wealth Management, LLC Vanguard Financial ETF Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

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 3,793 shares of VFH stock, worth $466,083. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,793

Previous 3,793 -0.0%

Holding current value

$466,083

Previous $453 Million 99.9%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$114.07 - $127.34 $57,605 - $64,306	505 Added 15.36%	3,793 $453 Million
Q4 2024 May 30, 2025	SELL	$108.87 - $126.2 $49,535 - $57,421	-455 Reduced 12.0%	3,338 $394,000
Q4 2024 May 29, 2025	SELL	$108.87 - $126.2 $82,632 - $95,785	-759 Reduced 20.01%	3,034 $358,000
Q4 2024 Feb 11, 2025	BUY	$108.87 - $126.2 $12,084 - $14,008	111 Added 3.49%	3,288 $413 Million
Q3 2024 May 30, 2025	SELL	$99.27 - $111.21 $67,801 - $75,956	-683 Reduced 18.01%	3,110 $341,000
Q3 2024 May 29, 2025	SELL	$99.27 - $111.21 $97,681 - $109,430	-984 Reduced 25.94%	2,809 $308,000
Q3 2024 Nov 05, 2024	BUY	$99.27 - $111.21 $15,287 - $17,126	154 Added 5.09%	3,177 $349 Million
Q2 2024 May 29, 2025	SELL	$95.9 - $103.0 $80,268 - $86,211	-837 Reduced 22.07%	2,956 $295,000
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 28, 2025	SELL	$90.62 - $102.39 $81,104 - $91,639	-895 Reduced 23.6%	2,898 $297 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

779

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Modern Wealth Management, LLC Vanguard Financial ETF Transaction History