Trek Financial, LLC Vanguard Financial ETF Transaction History
Trek Financial, LLC
- $1.29 Billion
- Q1 2025
A detailed history of Trek Financial, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Trek Financial, LLC holds 34,730 shares of VFH stock, worth $4.05 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
34,730
Previous 45,755
24.1%
Holding current value
$4.05 Million
Previous $5.4 Million
23.2%
% of portfolio
0.32%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
778Shares Held
55.2MCall Options Held
87.9KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC23MShares$2.68 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.63MShares$423 Million0.03% of portfolio
-
Ubs Group Ag1.91MShares$223 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.66MShares$194 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$167 Million7.56% of portfolio