Private Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Private Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Private Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 11,953 shares of VFH stock, worth $1.54 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

11,953

Previous 11,925 0.23%

Holding current value

$1.54 Million

Previous $1.41 Million 1.49%

% of portfolio

0.53%

Previous 0.56%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$114.07 - $127.34 $3,193 - $3,565	28 Added 0.23%	11,953 $1.43 Million
Q4 2024 Feb 05, 2025	SELL	$108.87 - $126.2 $3,048 - $3,533	-28 Reduced 0.23%	11,925 $1.41 Million
Q3 2024 Nov 05, 2024	BUY	$99.27 - $111.21 $10,224 - $11,454	103 Added 0.87%	11,953 $1.31 Million
Q2 2024 Jul 23, 2024	SELL	$95.9 - $103.0 $18,508 - $19,879	-193 Reduced 1.6%	11,850 $1.18 Million
Q1 2024 May 08, 2024	BUY	$90.62 - $102.39 $362 - $409	4 Added 0.03%	12,043 $1.23 Million
Q4 2023 Jan 23, 2024	BUY	$75.97 - $92.67 $7,293 - $8,896	96 Added 0.8%	12,039 $1.11 Million
Q3 2023 Oct 18, 2023	BUY	$80.32 - $86.71 $2,168 - $2,341	27 Added 0.23%	11,943 $959,000
Q2 2023 Jul 20, 2023	SELL	$74.65 - $81.49 $2,986 - $3,259	-40 Reduced 0.33%	11,916 $968,000
Q1 2023 Apr 24, 2023	BUY	$74.95 - $90.64 $674 - $815	9 Added 0.08%	11,956 $931,000
Q4 2022 Feb 13, 2023	BUY	$74.7 - $88.6 $9,711 - $11,518	130 Added 1.1%	11,947 $988,000
Q2 2022 Aug 15, 2022	SELL	$75.42 - $93.29 $57,620 - $71,273	-764 Reduced 6.07%	11,817 $1.02 Million
Q1 2022 May 17, 2022	BUY	$87.26 - $101.75 $30,541 - $35,612	350 Added 2.86%	12,581 $1.18 Million
Q4 2021 Feb 11, 2022	SELL	$92.72 - $100.95 $2,503 - $2,725	-27 Reduced 0.22%	12,231 $1.18 Million
Q3 2021 Dec 03, 2021	BUY	$86.32 - $96.09 $4,316 - $4,804	50 Added 0.41%	12,258 $1.18 Million
Q2 2021 Jul 29, 2021	BUY	$85.53 - $94.49 $15,566 - $17,197	182 Added 1.51%	12,208 $1.1 Million
Q1 2021 May 17, 2021	SELL	$71.74 - $86.71 $573 - $693	-8 Reduced 0.07%	12,026 $1.02 Million
Q4 2020 Feb 11, 2021	BUY	$58.32 - $72.85 $1,166 - $1,457	20 Added 0.17%	12,034 $931,000
Q3 2020 Nov 16, 2020	BUY	$55.49 - $62.22 $11,486 - $12,879	207 Added 1.75%	12,014 $703,000
Q2 2020 Aug 13, 2020	BUY	$47.38 - $65.88 $17,909 - $24,902	378 Added 3.31%	11,807 $675,000
Q1 2020 May 14, 2020	SELL	$42.8 - $77.51 $20,458 - $37,049	-478 Reduced 4.01%	11,429 $580,000
Q4 2019 Feb 12, 2020	SELL	$66.8 - $76.51 $545,488 - $624,780	-8,166 Reduced 40.68%	11,907 $908,000
Q4 2019 Jan 31, 2020	BUY	$66.8 - $76.51 $29,993 - $34,352	449 Added 2.29%	20,073 $1.19 Million
Q3 2019 Nov 22, 2019	SELL	$69.67 - $71.37 $15,188 - $15,558	-218 Reduced 1.1%	19,624 $1.37 Million
Q1 2019 Nov 22, 2019	SELL	N/A	-231 Reduced 1.15%	19,842 $1.28 Million
Q4 2018 Feb 03, 2020	BUY	N/A	20,073 New	20,073 $1.19 Million

Others Institutions Holding VFH

# of Institutions

795

Shares Held

54.8M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Private Wealth Advisors, LLC Vanguard Financial ETF Transaction History