Tandem Wealth Advisors LLC Vanguard Financial ETF Transaction History
Tandem Wealth Advisors LLC
- $196 Million
- Q2 2025
A detailed history of Tandem Wealth Advisors LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 26,050 shares of VFH stock, worth $3.42 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
26,050
Previous 25,293
2.99%
Holding current value
$3.42 Million
Previous $3.02 Million
9.76%
% of portfolio
1.69%
Previous 1.62%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
790Shares Held
55.7MCall Options Held
81.7KPut Options Held
3.9K-
Bank Of America Corp Charlotte, NC22.9MShares$3 Billion0.22% of portfolio
-
Morgan Stanley New York, NY3.4MShares$446 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$236 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$221 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.38MShares$180 Million3.64% of portfolio