Venturi Wealth Management, LLC Vanguard Financial ETF Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 29 shares of VFH stock, worth $2,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 29 -0.0%
Holding current value
$2,916
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
BUY
$74.95 - $90.64 $2,173 - $2,628
29 New
29 $2,000
Q1 2020

May 15, 2020
SELL
N/A
-3,240 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
N/A
208 Added 6.86%
3,240 $247,000
Q3 2019

Oct 29, 2019
SELL
N/A
-3,520 Reduced 53.72%
3,032 $212,000
Q2 2019

Aug 07, 2019
BUY
N/A
6,552 New
6,552 $452,000

Others Institutions Holding VFH

# of Institutions
667
Shares Held
48.3M
Call Options Held
85.1K
Put Options Held
15.3K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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