Retirement Planning Group Vanguard Financial ETF Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

A detailed history of Retirement Planning Group transactions in Vanguard Financial ETF stock. As of the latest transaction made, Retirement Planning Group holds 6,117 shares of VFH stock, worth $749,760. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,117

Previous 2,561 138.85%

Holding current value

$749,760

Previous $302,000 138.74%

% of portfolio

0.05%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$114.07 - $127.34 $405,632 - $452,821	3,556 Added 138.85%	6,117 $721,000
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

779

Shares Held

54.1M

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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Retirement Planning Group Vanguard Financial ETF Transaction History