Wealth Management Associates, Inc. Vanguard Financial ETF Transaction History

Wealth Management Associates, Inc.

$257 Billion
Q2 2025

A detailed history of Wealth Management Associates, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 9,744 shares of VFH stock, worth $1.24 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

9,744

Previous 9,724 0.21%

Holding current value

$1.24 Million

Previous $1.16 Billion 6.77%

% of portfolio

0.48%

Previous 0.5%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$104.87 - $127.3 $2,097 - $2,546	20 Added 0.21%	9,744 $1.24 Billion
Q1 2025 May 28, 2025	BUY	$114.07 - $127.34 $23,384 - $26,104	205 Added 2.15%	9,724 $1.16 Billion
Q4 2024 May 28, 2025	SELL	$108.87 - $126.2 $5,987 - $6,941	-55 Reduced 0.57%	9,519 $1.12 Billion
Q1 2024 May 28, 2025	SELL	$90.62 - $102.39 $8,608 - $9,727	-95 Reduced 0.98%	9,574 $956 Million
Q4 2023 May 28, 2025	SELL	$75.97 - $92.67 $9,496 - $11,583	-125 Reduced 1.28%	9,669 $892 Million
Q2 2023 May 28, 2025	SELL	$74.65 - $81.49 $18,662 - $20,372	-250 Reduced 2.49%	9,794 $796 Million
Q1 2023 May 28, 2025	SELL	$74.95 - $90.64 $11,242 - $13,596	-150 Reduced 1.47%	10,044 $782 Million
Q4 2022 May 28, 2025	BUY	$74.7 - $88.6 $2,614 - $3,101	35 Added 0.34%	10,194 $843 Million
Q3 2022 May 28, 2025	BUY	$74.44 - $88.21 $2,233 - $2,646	30 Added 0.3%	10,159 $756 Million
Q2 2022 May 28, 2025	SELL	$75.42 - $93.29 $377 - $466	-5 Reduced 0.05%	10,129 $782 Million
Q1 2022 May 28, 2025	BUY	$87.26 - $101.75 $66,753 - $77,838	765 Added 8.17%	10,134 $946 Million
Q4 2021 May 28, 2025	BUY	$92.72 - $100.95 $30,134 - $32,808	325 Added 3.59%	9,369 $905 Million
Q3 2021 May 28, 2025	BUY	$86.32 - $96.09 $6,905 - $7,687	80 Added 0.89%	9,044 $838 Million
Q2 2021 May 28, 2025	BUY	$85.53 - $94.49 $13,684 - $15,118	160 Added 1.82%	8,964 $811 Million
Q1 2021 May 28, 2025	BUY	$71.74 - $86.71 $11,837 - $14,307	165 Added 1.91%	8,804 $744 Million
Q4 2020 May 28, 2025	BUY	$58.32 - $72.85 $14,871 - $18,576	255 Added 3.04%	8,639 $629 Million
Q3 2020 May 28, 2025	BUY	$55.49 - $62.22 $59,096 - $66,264	1,065 Added 14.55%	8,384 $490 Million
Q2 2020 May 28, 2025	SELL	$47.38 - $65.88 $3,553 - $4,941	-75 Reduced 1.01%	7,319 $419 Million
Q1 2020 May 28, 2025	BUY	$42.8 - $77.51 $38,948 - $70,534	910 Added 14.03%	7,394 $375 Million
Q4 2019 May 28, 2025	BUY	$66.8 - $76.51 $2,672 - $3,060	40 Added 0.62%	6,484 $495 Million
Q3 2019 May 28, 2025	SELL	$69.67 - $71.37 $5,225 - $5,352	-75 Reduced 1.15%	6,444 $451 Million
Q2 2019 May 28, 2025	BUY	N/A	720 Added 12.42%	6,519 $450 Million
Q1 2019 May 28, 2025	BUY	N/A	115 Added 2.02%	5,799 $374 Million
Q4 2018 May 28, 2025	BUY	N/A	5,684 New	5,684 $337 Million

Others Institutions Holding VFH

# of Institutions

793

Shares Held

55.7M

Call Options Held

81.7K

Put Options Held

3.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Wealth Management Associates, Inc. Vanguard Financial ETF Transaction History