Plante Moran Financial Advisors, LLC Vanguard Financial ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 292 shares of VFH stock, worth $36,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares

292

Previous 476 38.66%

Holding current value

$36,756

Previous $47,000 31.91%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$99.27 - $111.21 $18,265 - $20,462	-184 Reduced 38.66%	292 $32,000
Q4 2022 Feb 09, 2023	SELL	$74.7 - $88.6 $13,894 - $16,479	-186 Reduced 28.1%	476 $39,000
Q3 2022 Nov 02, 2022	SELL	$74.44 - $88.21 $14,888 - $17,642	-200 Reduced 23.2%	662 $49,000
Q2 2022 Aug 02, 2022	SELL	$75.42 - $93.29 $46,760 - $57,839	-620 Reduced 41.84%	862 $67,000
Q1 2022 May 06, 2022	BUY	$87.26 - $101.75 $54,101 - $63,085	620 Added 71.93%	1,482 $138,000
Q2 2021 Aug 10, 2021	BUY	$85.53 - $94.49 $48,752 - $53,859	570 Added 195.21%	862 $78,000
Q2 2020 Aug 10, 2020	SELL	$47.38 - $65.88 $8,670 - $12,056	-183 Reduced 38.53%	292 $17,000
Q1 2020 May 07, 2020	BUY	$42.8 - $77.51 $7,832 - $14,184	183 Added 62.67%	475 $24,000
Q4 2019 Feb 14, 2020	SELL	$66.8 - $76.51 $19,505 - $22,340	-292 Closed	0 $0
Q1 2019 May 13, 2019	SELL	N/A	-952 Reduced 76.53%	292 $19,000
Q4 2018 Jan 29, 2019	BUY	N/A	802 Added 181.45%	1,244 $74,000
Q3 2017 Nov 08, 2017	BUY	N/A	442	442 $29,000

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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Plante Moran Financial Advisors, LLC Vanguard Financial ETF Transaction History