Mittelman Wealth Management Vanguard Financial ETF Transaction History

Mittelman Wealth Management

  • $154 Billion
  • Q2 2024

A detailed history of Mittelman Wealth Management transactions in Vanguard Financial ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 11,953 shares of VFH stock, worth $1.35 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
11,953
Previous 12,965 7.81%
Holding current value
$1.35 Million
Previous $1.33 Billion 10.07%
% of portfolio
0.77%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$95.9 - $103.0 $97,050 - $104,236
-1,012 Reduced 7.81%
11,953 $1.19 Billion
Q1 2024

May 06, 2024
BUY
$90.62 - $102.39 $1.17 Million - $1.33 Million
12,965 New
12,965 $1.33 Billion

Others Institutions Holding VFH

# of Institutions
667
Shares Held
50.8M
Call Options Held
59.5K
Put Options Held
10.6K
View Full List

About VANGUARD FINANCIAL ETF

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

Track Mittelman Wealth Management Portfolio

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

News

Stay updated on Mittelman Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email