Mc Kinley Carter Wealth Services, Inc. Vanguard Financial ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,154 shares of VFH stock, worth $378,038. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,154
Previous 3,150 0.13%
Holding current value
$378,038
Previous $314,000 10.19%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$99.27 - $111.21 $397 - $444
4 Added 0.13%
3,154 $346,000
Q2 2024

Aug 09, 2024
SELL
$95.9 - $103.0 $40,949 - $43,981
-427 Reduced 11.94%
3,150 $314,000
Q1 2024

Apr 26, 2024
BUY
$90.62 - $102.39 $39,057 - $44,130
431 Added 13.7%
3,577 $366,000
Q4 2023

Feb 07, 2024
SELL
$75.97 - $92.67 $8,280 - $10,101
-109 Reduced 3.35%
3,146 $290,000
Q3 2023

Oct 13, 2023
BUY
$80.32 - $86.71 $401 - $433
5 Added 0.15%
3,255 $261,000
Q2 2023

Aug 02, 2023
SELL
$74.65 - $81.49 $10,674 - $11,653
-143 Reduced 4.21%
3,250 $264,000
Q1 2023

Apr 24, 2023
BUY
$74.95 - $90.64 $449 - $543
6 Added 0.18%
3,393 $264,000
Q4 2022

Feb 07, 2023
BUY
$74.7 - $88.6 $1,120 - $1,329
15 Added 0.44%
3,387 $280,000
Q3 2022

Oct 24, 2022
SELL
$74.44 - $88.21 $87,988 - $104,264
-1,182 Reduced 25.96%
3,372 $251,000
Q2 2022

Jul 15, 2022
BUY
$75.42 - $93.29 $150 - $186
2 Added 0.04%
4,554 $352,000
Q1 2022

Apr 27, 2022
BUY
$87.26 - $101.75 $12,303 - $14,346
141 Added 3.2%
4,552 $425,000
Q4 2021

Feb 07, 2022
BUY
$92.72 - $100.95 $278 - $302
3 Added 0.07%
4,411 $426,000
Q2 2021

Aug 12, 2021
BUY
$85.53 - $94.49 $342 - $377
4 Added 0.09%
4,408 $399,000
Q1 2021

Apr 30, 2021
BUY
$71.74 - $86.71 $143 - $173
2 Added 0.05%
4,404 $372,000
Q4 2020

Feb 12, 2021
SELL
$58.32 - $72.85 $10,264 - $12,821
-176 Reduced 3.84%
4,402 $321,000
Q3 2020

Oct 14, 2020
BUY
$55.49 - $62.22 $166 - $186
3 Added 0.07%
4,578 $268,000
Q2 2020

Jul 20, 2020
SELL
$47.38 - $65.88 $737,611 - $1.03 Million
-15,568 Reduced 77.29%
4,575 $262,000
Q1 2020

May 01, 2020
BUY
$42.8 - $77.51 $31,029 - $56,194
725 Added 3.73%
20,143 $1.02 Million
Q4 2019

Jan 23, 2020
SELL
$66.8 - $76.51 $51,770 - $59,295
-775 Reduced 3.84%
19,418 $1.48 Million
Q3 2019

Nov 14, 2019
SELL
$69.67 - $71.37 $71,899 - $73,653
-1,032 Reduced 4.86%
20,193 $1.41 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-290 Reduced 1.35%
21,225 $1.47 Million
Q1 2019

May 08, 2019
BUY
N/A
8 Added 0.04%
21,515 $1.39 Million
Q4 2018

Feb 13, 2019
BUY
N/A
14,687 Added 215.35%
21,507 $1.28 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-217 Reduced 3.08%
6,820 $473,000
Q2 2018

Dec 07, 2018
SELL
N/A
-199 Reduced 2.75%
7,037 $475,000
Q1 2018

May 17, 2018
SELL
N/A
-133 Reduced 1.8%
7,236 $503,000
Q4 2017

Jan 31, 2018
BUY
N/A
275 Added 3.88%
7,369 $516,000
Q3 2017

Oct 31, 2017
SELL
N/A
-285 Reduced 3.86%
7,094 $464,000
Q2 2017

Aug 08, 2017
BUY
N/A
7,379
7,379 $462,000

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
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email