Joseph P. Lucia & Associates, LLC Vanguard Financial ETF Transaction History

Joseph P. Lucia & Associates, LLC

  • $186 Million
  • Q3 2024

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 2,406 shares of VFH stock, worth $288,383. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,406
Previous 2,406 -0.0%
Holding current value
$288,383
Previous $240,000 10.0%
% of portfolio
0.14%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$90.62 - $102.39 $996 - $1,126
11 Added 0.46%
2,406 $246,000
Q4 2023

Jan 29, 2024
BUY
$75.97 - $92.67 $181,948 - $221,944
2,395 New
2,395 $220,000
Q4 2022

Feb 13, 2023
SELL
$74.7 - $88.6 $16,060 - $19,049
-215 Reduced 7.52%
2,645 $218,000
Q3 2022

Oct 28, 2022
BUY
$74.44 - $88.21 $10,049 - $11,908
135 Added 4.95%
2,860 $213,000
Q1 2021

Apr 23, 2021
SELL
$71.74 - $86.71 $9,326 - $11,272
-130 Reduced 4.55%
2,725 $230,000
Q4 2020

Jan 29, 2021
BUY
$58.32 - $72.85 $166,503 - $207,986
2,855 New
2,855 $208,000
Q3 2020

Oct 20, 2020
SELL
$55.49 - $62.22 $156,481 - $175,460
-2,820 Closed
0 $0
Q2 2020

Jul 10, 2020
BUY
$47.38 - $65.88 $11,845 - $16,470
250 Added 9.73%
2,820 $161,000
Q4 2019

Jan 23, 2020
BUY
$66.8 - $76.51 $14,028 - $16,067
210 Added 8.9%
2,570 $196,000
Q3 2019

Oct 15, 2019
BUY
$69.67 - $71.37 $6,618 - $6,780
95 Added 4.19%
2,360 $165,000
Q2 2019

Jul 23, 2019
SELL
N/A
-167,841 Reduced 98.67%
2,265 $156,000
Q1 2019

May 02, 2019
BUY
N/A
170,106 New
170,106 $2.55 Million

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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