Foundations Investment Advisors, LLC Vanguard Financial ETF Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 30,319 shares of VFH stock, worth $3.61 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

30,319

Previous 30,328 0.03%

Holding current value

$3.61 Million

Previous $3.33 Million 7.38%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$108.87 - $126.2 $979 - $1,135	-9 Reduced 0.03%	30,319 $3.58 Million
Q3 2024 Oct 21, 2024	SELL	$99.27 - $111.21 $258,796 - $289,924	-2,607 Reduced 7.92%	30,328 $3.33 Million
Q2 2024 Aug 02, 2024	BUY	$95.9 - $103.0 $94,749 - $101,764	988 Added 3.09%	32,935 $3.29 Million
Q1 2024 May 13, 2024	BUY	$90.62 - $102.39 $39,057 - $44,130	431 Added 1.37%	31,947 $3.27 Million
Q4 2023 Feb 08, 2024	BUY	$75.97 - $92.67 $136,138 - $166,064	1,792 Added 6.03%	31,516 $2.91 Million
Q3 2023 Oct 05, 2023	BUY	$80.32 - $86.71 $618,142 - $667,320	7,696 Added 34.94%	29,724 $2.39 Million
Q2 2023 Jul 19, 2023	BUY	$74.65 - $81.49 $701,038 - $765,272	9,391 Added 74.31%	22,028 $1.79 Million
Q1 2023 Apr 25, 2023	BUY	$74.95 - $90.64 $947,143 - $1.15 Million	12,637 New	12,637 $984,000
Q4 2021 Jan 21, 2022	SELL	$92.72 - $100.95 $1.05 Million - $1.14 Million	-11,276 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$86.32 - $96.09 $973,344 - $1.08 Million	11,276 New	11,276 $1.07 Million

Others Institutions Holding VFH

# of Institutions

763

Shares Held

54.4M

Call Options Held

49.9K

Put Options Held

4.6K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Foundations Investment Advisors, LLC Vanguard Financial ETF Transaction History