Wheelhouse Advisory Group LLC Vanguard Financial ETF Transaction History
Wheelhouse Advisory Group LLC
- $130 Billion
- Q1 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 62,167 shares of VFH stock, worth $6.29 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
62,167
Previous 59,415
4.63%
Holding current value
$6.29 Million
Previous $5.48 Billion
16.12%
% of portfolio
4.89%
Previous 4.79%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
665Shares Held
48.3MCall Options Held
85.1KPut Options Held
15.3K-
Bank Of America Corp Charlotte, NC23.8MShares$2.41 Billion0.23% of portfolio
-
Morgan Stanley New York, NY2.72MShares$276 Million0.02% of portfolio
-
Beacon Capital Management, Inc.1.67MShares$169 Million7.36% of portfolio
-
Wells Fargo & Company San Francisco, CA1.43MShares$144 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.19MShares$120 Million0.05% of portfolio