Vsm Wealth Advisory, LLC Vanguard Financial ETF Transaction History
Vsm Wealth Advisory, LLC
- $303 Billion
- Q2 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 833 shares of VFH stock, worth $105,507. This represents 0.04% of its overall portfolio holdings.
Number of Shares
833
Previous 831
0.24%
Holding current value
$105,507
Previous $99.3 Million
6.82%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
792Shares Held
54.5MCall Options Held
87.9KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC23MShares$2.91 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.63MShares$459 Million0.03% of portfolio
-
Ubs Group Ag1.91MShares$241 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.66MShares$210 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.38MShares$174 Million3.64% of portfolio