Mission Wealth Management, LP Vanguard Financial ETF Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Vanguard Financial ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,873 shares of VFH stock, worth $1.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,873
Previous 9,851 0.22%
Holding current value
$1.25 Million
Previous $1.08 Million 7.67%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$108.87 - $126.2 $2,395 - $2,776
22 Added 0.22%
9,873 $1.17 Million
Q3 2024

Oct 31, 2024
SELL
$99.27 - $111.21 $25,611 - $28,692
-258 Reduced 2.55%
9,851 $1.08 Million
Q2 2024

Aug 02, 2024
SELL
$95.9 - $103.0 $44,114 - $47,380
-460 Reduced 4.35%
10,109 $1.01 Million
Q1 2024

Apr 30, 2024
SELL
$90.62 - $102.39 $13,230 - $14,948
-146 Reduced 1.36%
10,569 $1.08 Million
Q4 2023

Feb 05, 2024
BUY
$75.97 - $92.67 $21,879 - $26,688
288 Added 2.76%
10,715 $988,000
Q3 2023

Oct 23, 2023
SELL
$80.32 - $86.71 $29,075 - $31,389
-362 Reduced 3.36%
10,427 $837,000
Q2 2023

Aug 04, 2023
SELL
$74.65 - $81.49 $229,250 - $250,255
-3,071 Reduced 22.16%
10,789 $876,000
Q1 2023

Apr 07, 2023
BUY
$74.95 - $90.64 $203,639 - $246,268
2,717 Added 24.38%
13,860 $1.08 Million
Q4 2022

Feb 02, 2023
BUY
$74.7 - $88.6 $100,172 - $118,812
1,341 Added 13.68%
11,143 $921,000
Q3 2022

Oct 12, 2022
SELL
$74.44 - $88.21 $65,879 - $78,065
-885 Reduced 8.28%
9,802 $730,000
Q2 2022

Jul 27, 2022
SELL
$75.42 - $93.29 $79,794 - $98,700
-1,058 Reduced 9.01%
10,687 $825,000
Q1 2022

Apr 25, 2022
BUY
$87.26 - $101.75 $104,624 - $121,998
1,199 Added 11.37%
11,745 $1.1 Million
Q4 2021

Feb 11, 2022
SELL
$92.72 - $100.95 $59,526 - $64,809
-642 Reduced 5.74%
10,546 $1.02 Million
Q2 2021

Aug 10, 2021
BUY
$85.53 - $94.49 $163,533 - $180,664
1,912 Added 20.61%
11,188 $1.01 Million
Q1 2021

May 10, 2021
BUY
$71.74 - $86.71 $189,752 - $229,347
2,645 Added 39.89%
9,276 $784,000
Q4 2020

Jan 19, 2021
BUY
$58.32 - $72.85 $386,719 - $483,068
6,631 New
6,631 $483,000
Q1 2020

Apr 10, 2020
SELL
$42.8 - $77.51 $152,368 - $275,935
-3,560 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$66.8 - $76.51 $27,855 - $31,904
417 Added 13.27%
3,560 $272,000
Q2 2019

Aug 09, 2019
BUY
N/A
3,143 New
3,143 $217,000
Q4 2018

Feb 08, 2019
SELL
N/A
-3,374 Closed
0 $0
Q2 2018

Aug 08, 2018
BUY
N/A
3,374 New
3,374 $228,000

Others Institutions Holding VFH

# of Institutions
762
Shares Held
54.4M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email