Private Wealth Group, LLC Vanguard Financial ETF Transaction History

Private Wealth Group, LLC

$194 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$74.65 - $81.49 $324,279 - $353,992	-4,344 Reduced 37.16%	7,345 $596,000
Q1 2023 May 01, 2023	SELL	$74.95 - $90.64 $445,727 - $539,036	-5,947 Reduced 33.72%	11,689 $910,000
Q2 2022 Jul 13, 2022	BUY	$75.42 - $93.29 $56,942 - $70,433	755 Added 4.47%	17,636 $1.36 Million
Q1 2022 Apr 13, 2022	BUY	$87.26 - $101.75 $22,687 - $26,455	260 Added 1.56%	16,881 $1.58 Million
Q4 2021 Jan 18, 2022	SELL	$92.72 - $100.95 $300,041 - $326,674	-3,236 Reduced 16.3%	16,621 $1.61 Million
Q3 2021 Oct 27, 2021	BUY	$86.32 - $96.09 $446,619 - $497,169	5,174 Added 35.24%	19,857 $1.84 Million
Q2 2021 Aug 06, 2021	BUY	$85.53 - $94.49 $345,113 - $381,267	4,035 Added 37.89%	14,683 $1.33 Million
Q1 2021 May 03, 2021	BUY	$71.74 - $86.71 $763,887 - $923,288	10,648 New	10,648 $900,000

Others Institutions Holding VFH

# of Institutions

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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