Retirement Planning Group Vanguard Financial ETF Transaction History

Retirement Planning Group

$1.66 Billion
Q4 2024

A detailed history of Retirement Planning Group transactions in Vanguard Financial ETF stock. As of the latest transaction made, Retirement Planning Group holds 2,561 shares of VFH stock, worth $302,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,561

Previous 2,472 3.6%

Holding current value

$302,274

Previous $271,000 11.44%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$108.87 - $126.2 $9,689 - $11,231	89 Added 3.6%	2,561 $302,000
Q3 2024 Oct 10, 2024	SELL	$99.27 - $111.21 $767,257 - $859,542	-7,729 Reduced 75.77%	2,472 $271,000
Q2 2024 Jul 12, 2024	BUY	$95.9 - $103.0 $2,589 - $2,781	27 Added 0.27%	10,201 $1.02 Million
Q1 2024 Apr 12, 2024	BUY	$90.62 - $102.39 $34,979 - $39,522	386 Added 3.94%	10,174 $1.04 Million
Q4 2023 Jan 12, 2024	SELL	$75.97 - $92.67 $614,369 - $749,422	-8,087 Reduced 45.24%	9,788 $903,000
Q3 2023 Oct 24, 2023	BUY	$80.32 - $86.71 $19,758 - $21,330	246 Added 1.4%	17,875 $1.44 Million
Q2 2023 Jul 24, 2023	BUY	$74.65 - $81.49 $670,879 - $732,350	8,987 Added 103.99%	17,629 $1.43 Million
Q1 2023 Apr 19, 2023	BUY	$74.95 - $90.64 $149 - $181	2 Added 0.02%	8,642 $673,000
Q4 2022 Jan 18, 2023	BUY	$74.7 - $88.6 $645,408 - $765,504	8,640 New	8,640 $0

Others Institutions Holding VFH

# of Institutions

766

Shares Held

54.3M

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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Account

Retirement Planning Group Vanguard Financial ETF Transaction History