Aire Advisors’s Vanguard Financials ETF VFH Stock Holding History

Aire Advisors’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,725	Closed	-$322K	–	170
2024 Q4	$322K	Buy	2,725 +13	+0.5%	+$1.54K	0.07%	128
2024 Q3	$298K	Buy	2,712 +13	+0.5%	+$1.38K	0.07%	118
2024 Q2	$270K	Hold	2,699	–	–	0.06%	127
2024 Q1	$276K	Buy	2,699 +11	+0.4%	+$1.05K	0.06%	121
2023 Q4	$248K	Buy	2,688 +32	+1%	+$2.69K	0.06%	118
2023 Q3	$213K	Buy	2,656 +14	+0.5%	+$1.17K	0.06%	124
2023 Q2	$215K	Hold	2,642	–	–	0.06%	125
2023 Q1	$206K	Buy	2,642 +16	+0.6%	+$1.35K	0.06%	122
2022 Q4	$217K	Buy	+2,626	New	+$217K	0.07%	123
2022 Q3	–	Sell	-2,590	Closed	-$200K	–	155
2022 Q2	$200K	Buy	+2,590	New	+$219K	0.07%	137

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aire Advisors's VFH Position: Q1 2025 in Review

Aire Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 2,725 shares — an estimated $322K sold.

Aire Advisors first reported a position in VFH in Q2 2022 and held it in 10 quarters. The position peaked at $322K in Q4 2024. 703 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

Aire Advisors reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
Aire Advisors sold 2,725 Vanguard Financials ETF shares in Q1 2025, an estimated $322K.
Aire Advisors first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 10 quarters.
Aire Advisors's Vanguard Financials ETF position peaked at $322K in Q4 2024.
703 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Aire Advisors's 13F filing for Q1 2025, filed 5 May 2025.