Aegis Wealth Management LLC Vanguard Financial ETF Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,800 shares of VFH stock, worth $485,298. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,800
Previous 3,800
-0.0%
Holding current value
$485,298
Previous $454 Million
9.85%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
805Shares Held
54.8MCall Options Held
61.9KPut Options Held
6.9K-
Bank Of America Corp Charlotte, NC23.4MShares$2.99 Billion0.22% of portfolio
-
Morgan Stanley New York, NY3.57MShares$456 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$228 Million0.05% of portfolio
-
Ubs Group Ag1.76MShares$224 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.42MShares$181 Million2.86% of portfolio