Wealthcare Advisory Partners LLC Vanguard Financial ETF Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$85.53 - $94.49 $69,450 - $76,725	-812 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$71.74 - $86.71 $58,252 - $70,408	812 New	812 $69,000
Q2 2020 Jul 29, 2020	SELL	$47.38 - $65.88 $39,562 - $55,009	-835 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$42.8 - $77.51 $6,505 - $11,781	152 Added 22.25%	835 $42,000
Q4 2019 Jan 29, 2020	BUY	$66.8 - $76.51 $133 - $153	2 Added 0.29%	683 $52,000
Q3 2019 Oct 17, 2019	SELL	$69.67 - $71.37 $12,192 - $12,489	-175 Reduced 20.44%	681 $48,000
Q2 2019 Jul 30, 2019	BUY	N/A	1 Added 0.12%	856 $59,000
Q1 2019 May 13, 2019	BUY	N/A	301 Added 54.33%	855 $55,000
Q4 2018 Feb 14, 2019	BUY	N/A	2 Added 0.36%	554 $33,000
Q3 2018 Nov 14, 2018	BUY	N/A	160 Added 40.82%	552 $38,000
Q2 2018 Aug 14, 2018	BUY	N/A	216 Added 122.73%	392 $26,000
Q1 2018 May 15, 2018	BUY	N/A	176 New	176 $12,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.