Westside Investment Management, Inc. Vanguard Financial ETF Transaction History

Westside Investment Management, Inc.

$469 Billion
Q1 2025

A detailed history of Westside Investment Management, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 7,376 shares of VFH stock, worth $860,852. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,376

Previous 7,492 1.55%

Holding current value

$860,852

Previous $885 Million 0.39%

% of portfolio

0.19%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$114.07 - $127.34 $13,232 - $14,771	-116 Reduced 1.55%	7,376 $881 Million
Q3 2024 Nov 20, 2024	BUY	$99.27 - $111.21 $1,588 - $1,779	16 Added 0.21%	7,492 $823 Million
Q2 2024 Jul 17, 2024	SELL	$95.9 - $103.0 $1,630 - $1,751	-17 Reduced 0.23%	7,476 $747 Million
Q1 2024 Apr 19, 2024	BUY	$90.62 - $102.39 $16,583 - $18,737	183 Added 2.5%	7,493 $767 Million
Q4 2023 Jan 12, 2024	BUY	$75.97 - $92.67 $34,186 - $41,701	450 Added 6.56%	7,310 $674 Million
Q1 2022 Apr 25, 2022	SELL	$87.26 - $101.75 $4,363 - $5,087	-50 Reduced 0.72%	6,860 $0
Q2 2021 Jul 28, 2021	SELL	$85.53 - $94.49 $12,829 - $14,173	-150 Reduced 2.12%	6,910 $0
Q4 2020 Jan 15, 2021	BUY	$58.32 - $72.85 $99,144 - $123,844	1,700 Added 31.72%	7,060 $0
Q3 2020 Oct 14, 2020	BUY	$55.49 - $62.22 $55,490 - $62,220	1,000 Added 22.94%	5,360 $0
Q2 2020 Jul 21, 2020	BUY	$47.38 - $65.88 $28,428 - $39,528	600 Added 15.96%	4,360 $0
Q1 2020 Apr 16, 2020	SELL	$42.8 - $77.51 $4,280 - $7,751	-100 Reduced 2.59%	3,760 $0
Q2 2019 Jul 24, 2019	SELL	N/A	-150 Reduced 3.74%	3,860 $266,000
Q3 2018 Nov 08, 2018	BUY	N/A	400 Added 11.08%	4,010 $278 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-500 Reduced 12.17%	3,610 $0
Q4 2017 Feb 15, 2018	BUY	N/A	960 Added 30.48%	4,110 $0
Q3 2017 Nov 13, 2017	BUY	N/A	600 Added 23.53%	3,150 $0
Q2 2017 Sep 14, 2017	BUY	N/A	7 Added 0.28%	2,550 $0
Q2 2017 Aug 15, 2017	BUY	N/A	2,543	2,543 $0

Others Institutions Holding VFH

# of Institutions

778

Shares Held

55.2M

Call Options Held

87.9K

Put Options Held

10.2K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Westside Investment Management, Inc. Vanguard Financial ETF Transaction History