Wheelhouse Advisory Group LLC Vanguard Financial ETF Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 67,232 shares of VFH stock, worth $8.37 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
67,232
Previous 65,288 2.98%
Holding current value
$8.37 Million
Previous $7.18 Billion 10.62%
% of portfolio
4.71%
Previous 4.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$108.87 - $126.2 $211,643 - $245,332
1,944 Added 2.98%
67,232 $7.94 Billion
Q3 2024

Oct 29, 2024
BUY
$99.27 - $111.21 $160,023 - $179,270
1,612 Added 2.53%
65,288 $7.18 Billion
Q2 2024

Jul 18, 2024
BUY
$95.9 - $103.0 $144,713 - $155,427
1,509 Added 2.43%
63,676 $6.44 Billion
Q1 2024

Apr 23, 2024
BUY
$90.62 - $102.39 $249,386 - $281,777
2,752 Added 4.63%
62,167 $6.37 Billion
Q4 2023

Jan 31, 2024
BUY
$75.97 - $92.67 $4.51 Million - $5.51 Million
59,415 New
59,415 $5.48 Billion

Others Institutions Holding VFH

# of Institutions
702
Shares Held
52.6M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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