N.E.W. Advisory Services LLC Vanguard Financial ETF Transaction History

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 5,028 shares of VFH stock, worth $642,125. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,028
Previous 4,537 10.82%
Holding current value
$642,125
Previous $577,000 14.21%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$125.23 - $132.78 $61,487 - $65,194
491 Added 10.82%
5,028 $659,000
Q2 2025

Aug 18, 2025
BUY
$104.87 - $127.3 $5,033 - $6,110
48 Added 1.07%
4,537 $577,000
Q1 2025

May 07, 2025
BUY
$114.07 - $127.34 $2,851 - $3,183
25 Added 0.56%
4,489 $536,000
Q4 2024

Jan 23, 2025
BUY
$108.87 - $126.2 $3,701 - $4,290
34 Added 0.77%
4,464 $527,000
Q1 2024

Apr 24, 2024
BUY
$90.62 - $102.39 $118,349 - $133,721
1,306 Added 41.81%
4,430 $453,000
Q1 2023

May 10, 2023
BUY
$74.95 - $90.64 $4,796 - $5,800
64 Added 2.09%
3,124 $243,000
Q2 2022

Aug 01, 2022
SELL
$75.42 - $93.29 $49,173 - $60,825
-652 Reduced 17.56%
3,060 $236,000
Q1 2022

Apr 11, 2022
BUY
$87.26 - $101.75 $56,893 - $66,341
652 Added 21.31%
3,712 $313,000
Q3 2021

Oct 13, 2021
SELL
$86.32 - $96.09 $38,844 - $43,240
-450 Reduced 12.82%
3,060 $284,000
Q2 2021

Jul 15, 2021
SELL
$85.53 - $94.49 $17,277 - $19,086
-202 Reduced 5.44%
3,510 $318,000
Q4 2020

Jan 14, 2021
SELL
$58.32 - $72.85 $75,874 - $94,777
-1,301 Reduced 25.95%
3,712 $270,000
Q2 2020

Jul 09, 2020
BUY
$47.38 - $65.88 $56,903 - $79,121
1,201 Added 31.51%
5,013 $287,000
Q4 2019

Feb 14, 2020
BUY
$66.8 - $76.51 $254,641 - $291,656
3,812 New
3,812 $290,000

Others Institutions Holding VFH

# of Institutions
805
Shares Held
54.8M
Call Options Held
61.9K
Put Options Held
6.9K
View Full List

About VANGUARD FINANCIAL ETF

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

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC 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 N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email