Tyler Stone Wealth Management Vanguard Financial ETF Transaction History

Tyler Stone Wealth Management

$510 Million
Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Vanguard Financial ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 5,729 shares of VFH stock, worth $699,568. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,729

Previous 2,854 100.74%

Holding current value

$699,568

Previous $285,000 120.7%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$99.27 - $111.21 $285,401 - $319,728	2,875 Added 100.74%	5,729 $629,000
Q1 2024 May 15, 2024	SELL	$90.62 - $102.39 $43,678 - $49,351	-482 Reduced 14.45%	2,854 $292,000
Q4 2023 Feb 14, 2024	SELL	$75.97 - $92.67 $5,165 - $6,301	-68 Reduced 2.0%	3,336 $307,000
Q3 2023 Nov 14, 2023	BUY	$80.32 - $86.71 $1,204 - $1,300	15 Added 0.44%	3,404 $273,000
Q2 2023 Aug 14, 2023	BUY	$74.65 - $81.49 $1,194 - $1,303	16 Added 0.47%	3,389 $275,000
Q4 2022 Feb 14, 2023	BUY	$74.7 - $88.6 $2,913 - $3,455	39 Added 1.17%	3,373 $279,000
Q2 2022 Aug 11, 2022	BUY	$75.42 - $93.29 $1,055 - $1,306	14 Added 0.42%	3,334 $257,000
Q1 2022 May 12, 2022	BUY	$87.26 - $101.75 $20,069 - $23,402	230 Added 7.44%	3,320 $310,000
Q4 2021 Feb 22, 2022	BUY	$92.72 - $100.95 $286,504 - $311,935	3,090 New	3,090 $298,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Account

Tyler Stone Wealth Management Vanguard Financial ETF Transaction History