Moneta Group Investment Advisors LLC Vanguard Financial ETF Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 17,821 shares of VFH stock, worth $2.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,821
Previous 17,512 1.76%
Holding current value
$2.32 Million
Previous $2.09 Million 8.41%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$104.87 - $127.3 $32,404 - $39,335
309 Added 1.76%
17,821 $2.27 Million
Q1 2025

May 15, 2025
BUY
$114.07 - $127.34 $212,398 - $237,107
1,862 Added 11.9%
17,512 $2.09 Million
Q4 2024

Feb 11, 2025
SELL
$108.87 - $126.2 $86,116 - $99,824
-791 Reduced 4.81%
15,650 $1.85 Million
Q3 2024

Nov 12, 2024
BUY
$99.27 - $111.21 $160,321 - $179,604
1,615 Added 10.89%
16,441 $1.81 Million
Q2 2024

Aug 13, 2024
BUY
$95.9 - $103.0 $57,731 - $62,006
602 Added 4.23%
14,826 $1.48 Million
Q1 2024

Aug 13, 2024
BUY
$90.62 - $102.39 $755,317 - $853,420
8,335 Added 141.54%
14,224 $1.46 Million
Q4 2023

Feb 15, 2024
SELL
$75.97 - $92.67 $4,330 - $5,282
-57 Reduced 0.96%
5,889 $543,000
Q3 2023

Nov 15, 2023
SELL
$80.32 - $86.71 $11,967 - $12,919
-149 Reduced 2.44%
5,946 $477,000
Q2 2023

Aug 15, 2023
SELL
$74.65 - $81.49 $51,209 - $55,902
-686 Reduced 10.12%
6,095 $495,000
Q1 2023

May 15, 2023
BUY
$74.95 - $90.64 $44,220 - $53,477
590 Added 9.53%
6,781 $528,000
Q4 2022

Feb 16, 2023
SELL
$74.7 - $88.6 $543 Million - $645 Million
-7,274,859 Reduced 99.96%
3,202 $264,000
Q4 2022

Feb 16, 2023
BUY
$74.7 - $88.6 $223,278 - $264,825
2,989 Added 93.35%
6,191 $512,000
Q4 2022

Feb 15, 2023
BUY
$74.7 - $88.6 $544 Million - $645 Million
7,278,061 New
7,278,061 $602 Million
Q2 2022

Aug 15, 2022
BUY
$75.42 - $93.29 $67,274 - $83,214
892 Added 38.22%
3,226 $249,000
Q1 2022

May 11, 2022
SELL
$87.26 - $101.75 $523 - $610
-6 Reduced 0.26%
2,334 $218,000
Q4 2021

Feb 11, 2022
SELL
$92.72 - $100.95 $185 - $201
-2 Reduced 0.09%
2,340 $226,000
Q3 2021

Nov 12, 2021
BUY
$86.32 - $96.09 $202,161 - $225,042
2,342 New
2,342 $217,000
Q4 2018

Feb 11, 2019
SELL
N/A
-5,923 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
4,866 Added 460.36%
5,923 $411,000
Q2 2018

Aug 15, 2018
SELL
N/A
-2,000 Reduced 65.42%
1,057 $71,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,057 New
3,057 $214,000

Others Institutions Holding VFH

# of Institutions
803
Shares Held
54.5M
Call Options Held
81.7K
Put Options Held
3.9K
View Full List

About VANGUARD FINANCIAL ETF

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