Ci Private Wealth, LLC Vanguard Financial ETF Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 145,351 shares of VFH stock, worth $18.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

145,351

Previous 880,189 83.49%

Holding current value

$18.6 Million

Previous $112 Million 82.98%

% of portfolio

0.03%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$125.23 - $132.78 $92 Million - $97.6 Million	-734,838 Reduced 83.49%	145,351 $19.1 Million
Q2 2025 Sep 26, 2025	BUY	$104.87 - $127.3 $65 Million - $78.9 Million	619,941 Added 238.21%	880,189 $112 Million
Q2 2025 Aug 15, 2025	BUY	$104.87 - $127.3 $14.2 Million - $17.3 Million	135,724 Added 108.99%	260,248 $33.1 Million
Q1 2025 May 14, 2025	SELL	$114.07 - $127.34 $1.11 Million - $1.24 Million	-9,741 Reduced 7.26%	124,524 $14.9 Million
Q4 2024 Feb 10, 2025	SELL	$108.87 - $126.2 $376,472 - $436,399	-3,458 Reduced 2.51%	134,265 $15.9 Million

Q3 2024 Nov 12, 2024	BUY	$99.27 - $111.21 $311,211 - $348,643	3,135 Added 2.33%	137,723 $15.1 Million
Q2 2024 Aug 13, 2024	BUY	$95.9 - $103.0 $2.29 Million - $2.46 Million	23,924 Added 21.62%	134,588 $13.4 Million
Q1 2024 May 09, 2024	SELL	$90.62 - $102.39 $3.8 Million - $4.29 Million	-41,933 Reduced 27.48%	110,664 $11.3 Million
Q4 2023 Feb 09, 2024	BUY	$75.97 - $92.67 $143,279 - $174,775	1,886 Added 1.25%	152,597 $14.1 Million
Q3 2023 Nov 03, 2023	SELL	$80.32 - $86.71 $415,254 - $448,290	-5,170 Reduced 3.32%	150,711 $12.1 Million
Q2 2023 Aug 10, 2023	BUY	$74.65 - $81.49 $414,158 - $452,106	5,548 Added 3.69%	155,881 $12.7 Million
Q1 2023 May 15, 2023	BUY	$74.95 - $90.64 $918,287 - $1.11 Million	12,252 Added 8.87%	150,333 $11.7 Million
Q4 2022 Feb 15, 2023	BUY	$74.7 - $88.6 $10.3 Million - $12.2 Million	138,081 New	138,081 $11.4 Million

Others Institutions Holding VFH

# of Institutions

807

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

More about VFH

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Ci Private Wealth, LLC Vanguard Financial ETF Transaction History