Vsm Wealth Advisory, LLC Vanguard Financial ETF Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 829 shares of VFH stock, worth $105,001. This represents 0.03% of its overall portfolio holdings.

Number of Shares

829

Holding current value

$105,001

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$108.87 - $126.2 $90,253 - $104,619	829 New	829 $97.8 Million

Others Institutions Holding VFH

# of Institutions

738

Shares Held

54.6M

Call Options Held

45K

Put Options Held

7.6K

Bank Of America Corp Charlotte, NC

23.4M
Shares

$2.96 Billion
0.22% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$349 Million
0.02% of portfolio
Ubs Group Ag

1.88M
Shares

$238 Million
0.05% of portfolio
Beacon Capital Management, Inc.

1.43M
Shares

$181 Million
7.56% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$173 Million
0.03% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Vsm Wealth Advisory, LLC Vanguard Financial ETF Transaction History