N.E.W. Advisory Services LLC Vanguard Financial ETF Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 4,464 shares of VFH stock, worth $520,993. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,464

Previous 4,430 0.77%

Holding current value

$520,993

Previous $486,000 8.44%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$108.87 - $126.2 $3,701 - $4,290	34 Added 0.77%	4,464 $527,000
Q1 2024 Apr 24, 2024	BUY	$90.62 - $102.39 $118,349 - $133,721	1,306 Added 41.81%	4,430 $453,000
Q1 2023 May 10, 2023	BUY	$74.95 - $90.64 $4,796 - $5,800	64 Added 2.09%	3,124 $243,000
Q2 2022 Aug 01, 2022	SELL	$75.42 - $93.29 $49,173 - $60,825	-652 Reduced 17.56%	3,060 $236,000
Q1 2022 Apr 11, 2022	BUY	$87.26 - $101.75 $56,893 - $66,341	652 Added 21.31%	3,712 $313,000
Q3 2021 Oct 13, 2021	SELL	$86.32 - $96.09 $38,844 - $43,240	-450 Reduced 12.82%	3,060 $284,000
Q2 2021 Jul 15, 2021	SELL	$85.53 - $94.49 $17,277 - $19,086	-202 Reduced 5.44%	3,510 $318,000
Q4 2020 Jan 14, 2021	SELL	$58.32 - $72.85 $75,874 - $94,777	-1,301 Reduced 25.95%	3,712 $270,000
Q2 2020 Jul 09, 2020	BUY	$47.38 - $65.88 $56,903 - $79,121	1,201 Added 31.51%	5,013 $287,000
Q4 2019 Feb 14, 2020	BUY	$66.8 - $76.51 $254,641 - $291,656	3,812 New	3,812 $290,000

Others Institutions Holding VFH

# of Institutions

776

Shares Held

54.5M

Call Options Held

49.9K

Put Options Held

4.6K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Account

N.E.W. Advisory Services LLC Vanguard Financial ETF Transaction History