Liberty Wealth Management LLC Vanguard Financial ETF Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 13,164 shares of VFH stock, worth $1.62 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

13,164

Previous 12,830 2.6%

Holding current value

$1.62 Million

Previous $1.41 Million 10.21%

% of portfolio

0.27%

Previous 0.25%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$108.87 - $126.2 $36,362 - $42,150	334 Added 2.6%	13,164 $1.55 Million
Q3 2024 Nov 01, 2024	BUY	$99.27 - $111.21 $4,268 - $4,782	43 Added 0.34%	12,830 $1.41 Million
Q2 2024 Aug 06, 2024	BUY	$95.9 - $103.0 $16,015 - $17,201	167 Added 1.32%	12,787 $1.28 Million
Q1 2024 May 02, 2024	BUY	$90.62 - $102.39 $1.14 Million - $1.29 Million	12,584 Added 34955.56%	12,620 $1.29 Million
Q4 2023 Feb 08, 2024	SELL	$75.97 - $92.67 $791,455 - $965,436	-10,418 Reduced 99.66%	36 $3,000
Q3 2023 Nov 13, 2023	BUY	$80.32 - $86.71 $10,441 - $11,272	130 Added 1.26%	10,454 $840,000
Q2 2023 Aug 10, 2023	BUY	$74.65 - $81.49 $20,454 - $22,328	274 Added 2.73%	10,324 $838,000
Q1 2023 May 03, 2023	BUY	$74.95 - $90.64 $7,719 - $9,335	103 Added 1.04%	10,050 $782,000
Q3 2022 Nov 15, 2022	SELL	$74.44 - $88.21 $20,396 - $24,169	-274 Reduced 2.68%	9,947 $740,000
Q2 2022 Aug 15, 2022	BUY	$75.42 - $93.29 $10,407 - $12,874	138 Added 1.37%	10,221 $789,000
Q1 2022 May 09, 2022	BUY	$87.26 - $101.75 $24,694 - $28,795	283 Added 2.89%	10,083 $941,000
Q4 2021 Feb 15, 2022	SELL	$92.72 - $100.95 $186,274 - $202,808	-2,009 Reduced 17.01%	9,800 $945,000
Q3 2021 Nov 15, 2021	BUY	$86.32 - $96.09 $192,148 - $213,896	2,226 Added 23.23%	11,809 $1.11 Million
Q2 2021 Aug 13, 2021	SELL	$85.53 - $94.49 $73.2 Million - $80.9 Million	-856,270 Reduced 98.89%	9,583 $866,000
Q2 2021 Aug 13, 2021	BUY	$85.53 - $94.49 $73.2 Million - $80.9 Million	855,888 Added 8588.94%	865,853 $9.58 Million
Q4 2020 Feb 09, 2021	SELL	$58.32 - $72.85 $3,207 - $4,006	-55 Reduced 0.55%	9,965 $725,000
Q3 2020 Nov 05, 2020	BUY	$55.49 - $62.22 $24,748 - $27,750	446 Added 4.66%	10,020 $586,000
Q2 2020 Aug 04, 2020	SELL	$47.38 - $65.88 $3,932 - $5,468	-83 Reduced 0.86%	9,574 $548,000
Q1 2020 Apr 27, 2020	SELL	$42.8 - $77.51 $4,879 - $8,836	-114 Reduced 1.17%	9,657 $490,000
Q4 2019 Feb 05, 2020	SELL	$66.8 - $76.51 $78,089 - $89,440	-1,169 Reduced 10.69%	9,771 $745,000
Q3 2019 Oct 30, 2019	SELL	$69.67 - $71.37 $14,630 - $14,987	-210 Reduced 1.88%	10,940 $766,000
Q2 2019 Jul 30, 2019	SELL	N/A	-85 Reduced 0.76%	11,150 $769,000
Q1 2019 Apr 18, 2019	BUY	N/A	4 Added 0.04%	11,235 $725,000
Q4 2018 Mar 26, 2019	BUY	N/A	11,231 New	11,231 $666,000

Others Institutions Holding VFH

# of Institutions

761

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

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Liberty Wealth Management LLC Vanguard Financial ETF Transaction History