A detailed history of Optimum Investment Advisors transactions in Vanguard Financial ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 100 shares of VFH stock, worth $11,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$11,810
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$90.62 - $102.39 $3,987 - $4,505
44 Added 78.57%
100 $10,000
Q3 2023

Oct 13, 2023

BUY
$80.32 - $86.71 $2,088 - $2,254
26 Added 86.67%
56 $4,000
Q2 2023

Aug 03, 2023

SELL
$74.65 - $81.49 $13,810 - $15,075
-185 Reduced 86.05%
30 $2,000
Q2 2022

Jul 12, 2022

SELL
$75.42 - $93.29 $11,916 - $14,739
-158 Reduced 42.36%
215 $17,000
Q1 2022

Apr 08, 2022

SELL
$87.26 - $101.75 $137,347 - $160,154
-1,574 Reduced 80.84%
373 $35,000
Q4 2021

Mar 17, 2022

BUY
$92.72 - $100.95 $3,708 - $4,038
40 Added 2.1%
1,947 $188,000
Q3 2021

Oct 22, 2021

BUY
$86.32 - $96.09 $12,775 - $14,221
148 Added 8.41%
1,907 $177,000
Q2 2021

Aug 02, 2021

BUY
$85.53 - $94.49 $47,811 - $52,819
559 Added 46.58%
1,759 $159,000
Q1 2021

Apr 15, 2021

BUY
$71.74 - $86.71 $77,120 - $93,213
1,075 Added 860.0%
1,200 $101,000
Q4 2020

Jan 21, 2021

BUY
$58.32 - $72.85 $7,290 - $9,106
125 New
125 $9,000
Q3 2020

Oct 06, 2020

SELL
$55.49 - $62.22 $665 - $746
-12 Closed
0 $0
Q2 2020

Jul 16, 2020

SELL
$47.38 - $65.88 $5,922 - $8,235
-125 Reduced 91.24%
12 $1,000
Q1 2020

Apr 21, 2020

SELL
$42.8 - $77.51 $1,669 - $3,022
-39 Reduced 22.16%
137 $7,000
Q4 2019

Jan 22, 2020

BUY
$66.8 - $76.51 $66 - $76
1 Added 0.57%
176 $13,000
Q1 2019

May 03, 2019

BUY
N/A
175 New
175 $11,000

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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