Aj Wealth Strategies, LLC Vanguard Financial ETF Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 7,126 shares of VFH stock, worth $893,956. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,126

Previous 7,074 0.74%

Holding current value

$893,956

Previous $550,000 5.09%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$74.65 - $81.49 $3,881 - $4,237	52 Added 0.74%	7,126 $578,000
Q4 2022 Jan 25, 2023	SELL	$74.7 - $88.6 $57,967 - $68,753	-776 Reduced 9.89%	7,074 $585,000
Q3 2022 Oct 27, 2022	SELL	$74.44 - $88.21 $10,421 - $12,349	-140 Reduced 1.75%	7,850 $584,000
Q1 2022 May 13, 2022	BUY	$87.26 - $101.75 $87 - $101	1 Added 0.01%	7,990 $746,000
Q4 2021 Jan 26, 2022	BUY	$92.72 - $100.95 $96,706 - $105,290	1,043 Added 15.02%	7,989 $771,000
Q1 2021 May 06, 2021	BUY	$71.74 - $86.71 $71 - $86	1 Added 0.01%	6,946 $587,000
Q4 2020 Feb 16, 2021	BUY	$58.32 - $72.85 $2,682 - $3,351	46 Added 0.67%	6,945 $506,000
Q3 2020 Nov 16, 2020	BUY	$55.49 - $62.22 $2,275 - $2,551	41 Added 0.6%	6,899 $404,000
Q2 2020 Aug 14, 2020	BUY	$47.38 - $65.88 $324,932 - $451,805	6,858 New	6,858 $392,000

Others Institutions Holding VFH

# of Institutions

712

Shares Held

52.8M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Account

Aj Wealth Strategies, LLC Vanguard Financial ETF Transaction History