True Private Wealth Advisors Vanguard Financial ETF Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$71.74 - $86.71 $5,954 - $7,196	-83 Closed	0 $0
Q2 2020 Jul 07, 2020	SELL	$47.38 - $65.88 $41,031 - $57,052	-866 Reduced 91.25%	83 $4,000
Q1 2020 Apr 20, 2020	SELL	$42.8 - $77.51 $14,252 - $25,810	-333 Reduced 25.98%	949 $48,000
Q4 2019 Jan 27, 2020	SELL	$66.8 - $76.51 $131,262 - $150,342	-1,965 Reduced 60.52%	1,282 $97,000
Q3 2019 Oct 09, 2019	BUY	$69.67 - $71.37 $21,249 - $21,767	305 Added 10.37%	3,247 $228,000
Q2 2019 Aug 01, 2019	SELL	N/A	-2,817 Reduced 48.91%	2,942 $203,000
Q1 2019 Apr 25, 2019	SELL	N/A	-1,650 Reduced 22.27%	5,759 $371,000
Q4 2018 Jan 14, 2019	BUY	N/A	862 Added 13.17%	7,409 $439,000
Q3 2018 Oct 18, 2018	SELL	N/A	-721 Reduced 9.92%	6,547 $0
Q2 2018 Jul 13, 2018	BUY	N/A	7,268 New	7,268 $492,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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