Alteri Wealth LLC Vanguard Financial ETF Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Alteri Wealth LLC holds 3,386 shares of VFH stock, worth $423,724. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,386

Holding current value

$423,724

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$108.87 - $126.2 $368,633 - $427,313	3,386 New	3,386 $400 Million

Others Institutions Holding VFH

# of Institutions

759

Shares Held

54.4M

Call Options Held

49.9K

Put Options Held

4.6K

Bank Of America Corp Charlotte, NC

23M
Shares

$2.88 Billion
0.23% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$400 Million
0.03% of portfolio
Ubs Group Ag

1.92M
Shares

$240 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.58M
Shares

$198 Million
0.04% of portfolio
Beacon Capital Management, Inc.

1.43M
Shares

$179 Million
7.56% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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