Wealthsource Partners, LLC Vanguard Financial ETF Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$74.95 - $90.64 $449 - $543	6 Added 0.23%	2,642 $205,000
Q4 2022 Feb 09, 2023	SELL	$74.7 - $88.6 $28,460 - $33,756	-381 Reduced 12.63%	2,636 $218,000
Q3 2022 Nov 14, 2022	SELL	$74.44 - $88.21 $3,275 - $3,881	-44 Reduced 1.44%	3,017 $225,000
Q2 2022 Aug 10, 2022	SELL	$75.42 - $93.29 $14,254 - $17,631	-189 Reduced 5.82%	3,061 $236,000
Q1 2022 May 09, 2022	BUY	$87.26 - $101.75 $698 - $814	8 Added 0.25%	3,250 $304,000
Q4 2021 Feb 14, 2022	BUY	$92.72 - $100.95 $9,364 - $10,195	101 Added 3.22%	3,242 $313,000
Q4 2020 Feb 12, 2021	SELL	$58.32 - $72.85 $96,811 - $120,930	-1,660 Reduced 34.58%	3,141 $229,000
Q3 2020 Nov 16, 2020	SELL	$55.49 - $62.22 $14,982 - $16,799	-270 Reduced 5.32%	4,801 $0
Q2 2020 Aug 17, 2020	SELL	$47.38 - $65.88 $74,149 - $103,102	-1,565 Reduced 23.58%	5,071 $290,000
Q1 2020 May 12, 2020	SELL	$42.8 - $77.51 $485,351 - $878,963	-11,340 Reduced 63.08%	6,636 $337,000
Q4 2019 Feb 12, 2020	SELL	$66.8 - $76.51 $740,611 - $848,266	-11,087 Reduced 38.15%	17,976 $1.37 Million
Q3 2019 Nov 15, 2019	SELL	$69.67 - $71.37 $122,828 - $125,825	-1,763 Reduced 5.72%	29,063 $2.03 Million
Q2 2019 Aug 09, 2019	BUY	N/A	30,826 New	30,826 $2.13 Million

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
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