Wealthspire Advisors, LLC Vanguard Financial ETF Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,784 shares of VFH stock, worth $227,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,784
Holding current value
$227,834
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$125.23 - $132.78 $223,410 - $236,879
1,784 New
1,784 $234,000
Q4 2024

Feb 03, 2025
BUY
$108.87 - $126.2 $192,046 - $222,616
1,764 New
1,764 $208,000
Q1 2019

May 08, 2019
SELL
N/A
-134 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
134 New
134 $8,000

Others Institutions Holding VFH

# of Institutions
803
Shares Held
54.9M
Call Options Held
61.9K
Put Options Held
6.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email