Sequoia Financial Advisors, LLC Vanguard Financial ETF Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,312 shares of VFH stock, worth $516,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,312

Previous 4,007 7.61%

Holding current value

$516,836

Previous $400,000 18.25%

% of portfolio

0.01%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$99.27 - $111.21 $30,277 - $33,919	305 Added 7.61%	4,312 $473,000
Q1 2024 Apr 30, 2024	SELL	$90.62 - $102.39 $1,359 - $1,535	-15 Reduced 0.37%	4,007 $410,000
Q4 2023 Jan 25, 2024	BUY	$75.97 - $92.67 $73,462 - $89,611	967 Added 31.65%	4,022 $371,000
Q3 2023 Nov 08, 2023	BUY	$80.32 - $86.71 $28,674 - $30,955	357 Added 13.23%	3,055 $245,000
Q2 2023 Aug 08, 2023	SELL	$74.65 - $81.49 $2,687 - $2,933	-36 Reduced 1.32%	2,698 $219,000
Q1 2023 Apr 24, 2023	SELL	$74.95 - $90.64 $8,394 - $10,151	-112 Reduced 3.94%	2,734 $212,000
Q4 2022 Feb 10, 2023	SELL	$74.7 - $88.6 $17,778 - $21,086	-238 Reduced 7.72%	2,846 $235,000
Q4 2022 Jan 17, 2023	SELL	$74.7 - $88.6 $52,588 - $62,374	-704 Reduced 18.59%	3,084 $0
Q3 2022 Oct 26, 2022	SELL	$74.44 - $88.21 $60,519 - $71,714	-813 Reduced 17.67%	3,788 $282,000
Q2 2022 Jul 22, 2022	SELL	$75.42 - $93.29 $57,319 - $70,900	-760 Reduced 14.18%	4,601 $355,000
Q1 2022 May 13, 2022	BUY	$87.26 - $101.75 $95,636 - $111,518	1,096 Added 25.7%	5,361 $501,000
Q4 2021 Feb 11, 2022	BUY	$92.72 - $100.95 $395,450 - $430,551	4,265 New	4,265 $412,000
Q3 2021 Oct 26, 2021	SELL	$86.32 - $96.09 $353,048 - $393,008	-4,090 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$85.53 - $94.49 $76,207 - $84,190	891 Added 27.85%	4,090 $370,000
Q4 2020 Feb 12, 2021	BUY	$58.32 - $72.85 $186,565 - $233,047	3,199 New	3,199 $233,000
Q1 2020 May 11, 2020	SELL	$42.8 - $77.51 $121,166 - $219,430	-2,831 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$66.8 - $76.51 $189,110 - $216,599	2,831 New	2,831 $216,000

Others Institutions Holding VFH

# of Institutions

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Vanguard Financial ETF Transaction History