Aevitas Wealth Management, Inc. Vanguard Financial ETF Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 22,856 shares of VFH stock, worth $2.82 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
22,856
Previous 22,763
0.41%
Holding current value
$2.82 Million
Previous $1.69 Million
11.57%
% of portfolio
1.12%
Previous 1.27%
Shares
20 transactions
Others Institutions Holding VFH
# of Institutions
761Shares Held
54.4MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.84 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$394 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$237 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$195 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$176 Million7.56% of portfolio