Sea Crest Wealth Management, LLC Vanguard Financial ETF Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,380 shares of VFH stock, worth $278,007. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,380
Holding current value
$278,007
% of portfolio
0.03%

Shares

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

Jan 14, 2025
BUY
$108.87 - $126.2 $259,110 - $300,356
2,380 New
2,380 $281,000
Q2 2022

Aug 09, 2022
SELL
$75.42 - $93.29 $16,592 - $20,523
-220 Reduced 9.8%
2,026 $156,000
Q1 2022

May 16, 2022
BUY
$87.26 - $101.75 $195,985 - $228,530
2,246 New
2,246 $210,000
Q2 2019

Jul 19, 2019
SELL
N/A
-603 Closed
0 $0
Q1 2019

May 10, 2019
SELL
N/A
-205 Reduced 25.37%
603 $39,000
Q4 2018

Feb 13, 2019
BUY
N/A
216 Added 36.49%
808 $48,000
Q3 2018

Nov 14, 2018
BUY
N/A
20 Added 3.5%
592 $41,000
Q1 2018

Apr 20, 2018
BUY
N/A
23 Added 4.19%
572 $40,000
Q4 2017

Feb 02, 2018
BUY
N/A
549
549 $38,000

Others Institutions Holding VFH

# of Institutions
764
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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email