Ameritas Investment Partners’s Vanguard Financials ETF VFH Stock Holding History

Ameritas Investment Partners’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 Q1	–	Sell	-68	Closed	-$6.53K	–	3060
2023 Q4	$6.27K	Buy	+68	New	+$5.71K	﹤0.01%	2936
2022 Q1	–	Sell	-238	Closed	-$23K	–	3098
2021 Q4	$23K	Buy	238 +1	+0.4%	+$97	﹤0.01%	2586
2021 Q3	$21K	Sell	237 -63	-21%	-$5.81K	﹤0.01%	2676
2021 Q2	$27K	Hold	300	–	–	﹤0.01%	2573
2021 Q1	$25K	Buy	300 +190	+173%	+$15.1K	﹤0.01%	2473
2020 Q4	$7K	Sell	110 -110	-50%	-$7.26K	﹤0.01%	2920
2020 Q3	$12K	Hold	220	–	–	﹤0.01%	2648
2020 Q2	$12K	Hold	220	–	–	﹤0.01%	2639
2020 Q1	$11K	Buy	220 +123	+127%	+$8.38K	﹤0.01%	2514
2019 Q4	$7K	Hold	97	–	–	﹤0.01%	2851
2019 Q3	$6K	Buy	+97	New	+$6.7K	﹤0.01%	2907

Other funds holding VFH

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

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

BCMIO

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PCH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameritas Investment Partners's VFH Position: Q1 2024 in Review

Ameritas Investment Partners sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 68 shares — an estimated $6.53K sold.

Ameritas Investment Partners first reported a position in VFH in Q3 2019 and held it in 11 quarters. The position peaked at $27K in Q2 2021. 623 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

Ameritas Investment Partners reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
Ameritas Investment Partners sold 68 Vanguard Financials ETF shares in Q1 2024, an estimated $6.53K.
Ameritas Investment Partners first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 11 quarters.
Ameritas Investment Partners's Vanguard Financials ETF position peaked at $27K in Q2 2021.
623 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Ameritas Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.