Allen Mooney & Barnes Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Allen Mooney & Barnes Investment 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
2024 Q4	–	Sell	-2,099	Closed	-$231K	–	156
2024 Q3	$231K	Buy	2,099 +1	+0%	+$106	0.04%	141
2024 Q2	$210K	Sell	2,098 -1	-0%	-$100	0.04%	146
2024 Q1	$207K	Sell	2,099 -710	-25%	-$68.1K	0.04%	156
2023 Q4	$259K	Buy	2,809 +1	+0%	+$84	0.05%	139
2023 Q3	$226K	Buy	2,808 +18	+0.6%	+$1.5K	0.05%	138
2023 Q2	$227K	Buy	+2,790	New	+$219K	0.05%	136
2022 Q2	–	Sell	-2,235	Closed	-$209K	–	153
2022 Q1	$209K	Buy	+2,235	New	+$214K	0.05%	145

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's VFH Position: Q4 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 2,099 shares — an estimated $231K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in VFH in Q1 2022 and held it in 7 quarters. The position peaked at $259K in Q4 2023. 706 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

Allen Mooney & Barnes Investment Advisors reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 2,099 Vanguard Financials ETF shares in Q4 2024, an estimated $231K.
Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 7 quarters.
Allen Mooney & Barnes Investment Advisors's Vanguard Financials ETF position peaked at $259K in Q4 2023.
706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.