Stapp Wealth Management, Pllc Vanguard Financial ETF Transaction History

Stapp Wealth Management, Pllc

$59.1 Million
Q4 2024

A detailed history of Stapp Wealth Management, Pllc transactions in Vanguard Financial ETF stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 26,967 shares of VFH stock, worth $3.36 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares

26,967

Previous 26,810 0.59%

Holding current value

$3.36 Million

Previous $2.95 Million 8.04%

% of portfolio

5.39%

Previous 5.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$108.87 - $126.2 $17,092 - $19,813	157 Added 0.59%	26,967 $3.18 Million
Q3 2024 Oct 21, 2024	SELL	$99.27 - $111.21 $43,480 - $48,709	-438 Reduced 1.61%	26,810 $2.95 Million
Q2 2024 Jul 17, 2024	SELL	$95.9 - $103.0 $177,798 - $190,962	-1,854 Reduced 6.37%	27,248 $2.72 Million
Q1 2024 Apr 18, 2024	SELL	$90.62 - $102.39 $45,944 - $51,911	-507 Reduced 1.71%	29,102 $2.98 Million
Q4 2023 Jan 23, 2024	SELL	$75.97 - $92.67 $373,544 - $455,658	-4,917 Reduced 14.24%	29,609 $2.73 Million
Q3 2023 Nov 14, 2023	BUY	$80.32 - $86.71 $2.77 Million - $2.99 Million	34,526 New	34,526 $2.77 Million
Q1 2023 Apr 21, 2023	BUY	$74.95 - $90.64 $2.32 Million - $2.8 Million	30,913 New	30,913 $24.1 Million

Others Institutions Holding VFH

# of Institutions

702

Shares Held

52.6M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Stapp Wealth Management, Pllc Vanguard Financial ETF Transaction History