Wheelhouse Advisory Group LLC Vanguard Financial ETF Transaction History

Wheelhouse Advisory Group LLC

$203 Billion
Q2 2025

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 72,127 shares of VFH stock, worth $9.37 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

72,127

Previous 69,993 3.05%

Holding current value

$9.37 Million

Previous $8.36 Billion 9.8%

% of portfolio

4.53%

Previous 4.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$104.87 - $127.3 $223,792 - $271,658	2,134 Added 3.05%	72,127 $9.18 Billion
Q1 2025 Apr 29, 2025	BUY	$114.07 - $127.34 $314,947 - $351,585	2,761 Added 4.11%	69,993 $8.36 Billion
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

792

Shares Held

54.7M

Call Options Held

81.7K

Put Options Held

3.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Wheelhouse Advisory Group LLC Vanguard Financial ETF Transaction History