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 7,493 shares of VFH stock, worth $748,400. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,493
Previous 7,310 2.5%
Holding current value
$748,400
Previous $674 Million 13.76%
% of portfolio
0.18%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-50 Reduced 0.72%
6,860 $0
Q2 2021

Jul 28, 2021

SELL
N/A
-150 Reduced 2.12%
6,910 $0
Q4 2020

Jan 15, 2021

BUY
N/A
1,700 Added 31.72%
7,060 $0
Q3 2020

Oct 14, 2020

BUY
N/A
1,000 Added 22.94%
5,360 $0
Q2 2020

Jul 21, 2020

BUY
N/A
600 Added 15.96%
4,360 $0
Q1 2020

Apr 16, 2020

SELL
N/A
-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

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. 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 Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.