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 $561,928. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,464

Previous 4,430 0.77%

Holding current value

$561,928

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

712

Shares Held

52.8M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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