Tandem Wealth Advisors LLC Vanguard Financial ETF Transaction History
Tandem Wealth Advisors LLC
- $204 Million
- Q3 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 25,320 shares of VFH stock, worth $3.23 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
25,320
Previous 26,050
2.8%
Holding current value
$3.23 Million
Previous $3.32 Million
0.18%
% of portfolio
1.63%
Previous 1.69%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
807Shares Held
54.8MCall Options Held
61.9KPut Options Held
6.9K-
Bank Of America Corp Charlotte, NC23.4MShares$2.99 Billion0.22% of portfolio
-
Morgan Stanley New York, NY3.57MShares$456 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$228 Million0.05% of portfolio
-
Ubs Group Ag1.76MShares$224 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.42MShares$181 Million2.86% of portfolio