Sea Crest Wealth Management, LLC Vanguard Financial ETF Transaction History

Sea Crest Wealth Management, LLC

$874 Million
Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 1,829 shares of VFH stock, worth $239,599. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,829

Previous 2,830 35.37%

Holding current value

$239,599

Previous $334,000 30.54%

% of portfolio

0.03%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$104.87 - $127.3 $104,974 - $127,427	-1,001 Reduced 35.37%	1,829 $232,000
Q1 2025 Apr 11, 2025	BUY	$114.07 - $127.34 $51,331 - $57,303	450 Added 18.91%	2,830 $334,000
Q4 2024 Jan 14, 2025	BUY	$108.87 - $126.2 $259,110 - $300,356	2,380 New	2,380 $281,000
Q2 2022 Aug 09, 2022	SELL	$75.42 - $93.29 $16,592 - $20,523	-220 Reduced 9.8%	2,026 $156,000
Q1 2022 May 16, 2022	BUY	$87.26 - $101.75 $195,985 - $228,530	2,246 New	2,246 $210,000
Q2 2019 Jul 19, 2019	SELL	N/A	-603 Closed	0 $0
Q1 2019 May 10, 2019	SELL	N/A	-205 Reduced 25.37%	603 $39,000
Q4 2018 Feb 13, 2019	BUY	N/A	216 Added 36.49%	808 $48,000
Q3 2018 Nov 14, 2018	BUY	N/A	20 Added 3.5%	592 $41,000
Q1 2018 Apr 20, 2018	BUY	N/A	23 Added 4.19%	572 $40,000
Q4 2017 Feb 02, 2018	BUY	N/A	549	549 $38,000

Others Institutions Holding VFH

# of Institutions

790

Shares Held

55.7M

Call Options Held

81.7K

Put Options Held

3.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Sea Crest Wealth Management, LLC Vanguard Financial ETF Transaction History