Williams Jones Wealth Management, Llc. Vanguard Financial ETF Transaction History

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,856 shares of VFH stock, worth $492,449. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,856
Previous 3,856 -0.0%
Holding current value
$492,449
Previous $490,000 3.27%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$104.87 - $127.3 $24,644 - $29,915
235 Added 6.49%
3,856 $490,000
Q4 2024

Feb 14, 2025
BUY
$108.87 - $126.2 $394,218 - $456,970
3,621 New
3,621 $427,000
Q1 2024

May 07, 2024
BUY
$90.62 - $102.39 $181,330 - $204,882
2,001 New
2,001 $204,000

Others Institutions Holding VFH

# of Institutions
808
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 Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email