Sheets Smith Wealth Management Vanguard Financial ETF Transaction History

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Financial ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 1,663 shares of VFH stock, worth $216,090. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,663
Previous 1,666 0.18%
Holding current value
$216,090
Previous $212,000 2.83%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$125.23 - $132.78 $375 - $398
-3 Reduced 0.18%
1,663 $218,000
Q2 2025

Jul 15, 2025
BUY
$104.87 - $127.3 $174,713 - $212,081
1,666 New
1,666 $212,000
Q4 2024

Jan 17, 2025
BUY
$108.87 - $126.2 $229,715 - $266,282
2,110 New
2,110 $249,000
Q3 2023

Oct 23, 2023
BUY
$80.32 - $86.71 $130,198 - $140,556
1,621 New
1,621 $130,000
Q2 2022

Jul 27, 2022
SELL
$75.42 - $93.29 $194,357 - $240,408
-2,577 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$87.26 - $101.75 $32,198 - $37,545
-369 Reduced 12.53%
2,577 $241,000
Q4 2021

Jan 20, 2022
SELL
$92.72 - $100.95 $26,981 - $29,376
-291 Reduced 8.99%
2,946 $284,000
Q3 2021

Oct 15, 2021
BUY
$86.32 - $96.09 $25,205 - $28,058
292 Added 9.92%
3,237 $300,000
Q2 2021

Aug 03, 2021
SELL
$85.53 - $94.49 $3,079 - $3,401
-36 Reduced 1.21%
2,945 $266,000
Q4 2020

Jan 13, 2021
BUY
$58.32 - $72.85 $173,851 - $217,165
2,981 New
2,981 $217,000

Others Institutions Holding VFH

# of Institutions
803
Shares Held
54.5M
Call Options Held
81.7K
Put Options Held
3.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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