A detailed history of Zynergy Retirement Planning Llc transactions in Vanguard Financial ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,143 shares of VFH stock, worth $619,885. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,143
Previous 5,187 0.85%
Holding current value
$619,885
Previous $518 Million 9.11%
% of portfolio
0.4%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$99.27 - $111.21 $4,367 - $4,893
-44 Reduced 0.85%
5,143 $565 Million
Q2 2024

Jul 25, 2024

BUY
$95.9 - $103.0 $497,433 - $534,261
5,187 New
5,187 $518 Million

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


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

Track Zynergy Retirement Planning Llc Portfolio

Follow Zynergy Retirement Planning Llc 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 Zynergy Retirement Planning Llc, based on Form 13F filings with the SEC.

News

Stay updated on Zynergy Retirement Planning Llc with notifications on news.