Birchcreek Wealth Management, LLC Vanguard Financial ETF Transaction History

Birchcreek Wealth Management, LLC

$202 Million
Q4 2025

A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 7,042 shares of VFH stock, worth $899,333. This represents 0.44% of its overall portfolio holdings.

Number of Shares

7,042

Previous 6,920 1.76%

Holding current value

$899,333

Previous $908,000 0.99%

% of portfolio

0.44%

Previous 0.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$125.75 - $131.12 $15,341 - $15,996	122 Added 1.76%	7,042 $899,000
Q3 2025 Oct 27, 2025	BUY	$125.23 - $132.78 $24,419 - $25,892	195 Added 2.9%	6,920 $908,000
Q2 2025 Aug 07, 2025	BUY	$104.87 - $127.3 $20,974 - $25,460	200 Added 3.07%	6,725 $856,000
Q1 2025 May 06, 2025	SELL	$114.07 - $127.34 $2,053 - $2,292	-18 Reduced 0.28%	6,525 $779,000
Q4 2024 Feb 04, 2025	BUY	$108.87 - $126.2 $62,817 - $72,817	577 Added 9.67%	6,543 $772,000

Q4 2023 Feb 05, 2024	SELL	$75.97 - $92.67 $36,237 - $44,203	-477 Reduced 7.4%	5,966 $550,000
Q2 2023 Jul 20, 2023	SELL	$74.65 - $81.49 $6,793 - $7,415	-91 Reduced 1.39%	6,443 $523,000
Q1 2023 May 01, 2023	BUY	$74.95 - $90.64 $10,043 - $12,145	134 Added 2.09%	6,534 $508,000
Q4 2022 Feb 06, 2023	BUY	$74.7 - $88.6 $172,930 - $205,109	2,315 Added 56.67%	6,400 $529,000
Q3 2022 Nov 14, 2022	BUY	$74.44 - $88.21 $60,221 - $71,361	809 Added 24.69%	4,085 $304,000
Q2 2022 Aug 12, 2022	BUY	$75.42 - $93.29 $2,262 - $2,798	30 Added 0.92%	3,276 $253,000
Q1 2022 May 13, 2022	SELL	$87.26 - $101.75 $4,799 - $5,596	-55 Reduced 1.67%	3,246 $303,000
Q4 2021 Feb 09, 2022	SELL	$92.72 - $100.95 $81,037 - $88,230	-874 Reduced 20.93%	3,301 $319,000
Q1 2021 May 17, 2021	SELL	$71.74 - $86.71 $4,734 - $5,722	-66 Reduced 1.56%	4,175 $353,000
Q4 2020 Jan 28, 2021	BUY	$58.32 - $72.85 $247,335 - $308,956	4,241 New	4,241 $308,000

Others Institutions Holding VFH

# of Institutions

804

Shares Held

54.8M

Call Options Held

61.9K

Put Options Held

6.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Birchcreek Wealth Management, LLC Vanguard Financial ETF Transaction History