Strategic Wealth Partners, Ltd. Vanguard Financial ETF Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 76,183 shares of VFH stock, worth $9.38 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

76,183

Previous 74,329 2.49%

Holding current value

$9.38 Million

Previous $8.17 Million 10.1%

% of portfolio

0.87%

Previous 0.86%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$108.87 - $126.2 $201,844 - $233,974	1,854 Added 2.49%	76,183 $8.99 Million
Q3 2024 Oct 08, 2024	SELL	$99.27 - $111.21 $67,602 - $75,734	-681 Reduced 0.91%	74,329 $8.17 Million
Q1 2024 May 20, 2024	BUY	$90.62 - $102.39 $649,654 - $734,033	7,169 Added 10.57%	75,010 $7.68 Million
Q4 2023 May 20, 2024	BUY	$75.97 - $92.67 $85,010 - $103,697	1,119 Added 1.68%	67,841 $6.26 Million
Q3 2023 May 20, 2024	BUY	$80.32 - $86.71 $276,140 - $298,108	3,438 Added 5.43%	66,722 $5.36 Million
Q2 2023 May 20, 2024	BUY	$74.65 - $81.49 $4.72 Million - $5.16 Million	63,284 New	63,284 $5.14 Million
Q4 2019 Jan 30, 2020	SELL	$66.8 - $76.51 $5,076 - $5,814	-76 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	$69.67 - $71.37 $5,294 - $5,424	76 New	76 $5,000
Q1 2019 May 14, 2019	SELL	N/A	-56 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	N/A	56 New	56 $0

Others Institutions Holding VFH

# of Institutions

761

Shares Held

54.4M

Call Options Held

49.9K

Put Options Held

4.6K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Strategic Wealth Partners, Ltd. Vanguard Financial ETF Transaction History