Tortoise Investment Management, LLC Vanguard Financial ETF Transaction History

Tortoise Investment Management, LLC

$981 Million
Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 906 shares of VFH stock, worth $117,725. This represents 0.01% of its overall portfolio holdings.

Number of Shares

906

Previous 906 -0.0%

Holding current value

$117,725

Previous $108,000 6.48%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$114.07 - $127.34 $27,376 - $30,561	-240 Reduced 20.94%	906 $108,000
Q4 2024 Aug 07, 2025	BUY	$108.87 - $126.2 $26,128 - $30,288	240 Added 26.49%	1,146 $135,000
Q4 2024 Feb 07, 2025	BUY	$108.87 - $126.2 $26,128 - $30,288	240 Added 26.49%	1,146 $135,000
Q1 2024 Aug 07, 2025	BUY	$90.62 - $102.39 $72,496 - $81,912	800 Added 754.72%	906 $92,000
Q1 2024 May 09, 2024	BUY	$90.62 - $102.39 $72,496 - $81,912	800 Added 754.72%	906 $92,000
Q4 2023 Aug 07, 2025	SELL	$75.97 - $92.67 $60,776 - $74,136	-800 Reduced 88.3%	106 $9,000
Q3 2023 Aug 07, 2025	SELL	$80.32 - $86.71 $64,255 - $69,368	-800 Reduced 88.3%	106 $8,000
Q4 2021 Feb 10, 2022	BUY	$92.72 - $100.95 $9,828 - $10,700	106 New	106 $10,000

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

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Account

Tortoise Investment Management, LLC Vanguard Financial ETF Transaction History