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Atlantic Edge Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Atlantic Edge Private Wealth Management’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
2026
Q1 		$18.1K Hold
150
– – ﹤0.01% 331
2025
Q4 		$20K Sell
150
-375
-71% -$48.7K 0.01% 308
2025
Q3 		$68.9K Hold
525
– – 0.02% 191
2025
Q2 		$66.8K Hold
525
– – 0.02% 189
2025
Q1 		$62.7K Hold
525
– – 0.02% 183
2024
Q4 		$62K Hold
525
– – 0.02% 186
2024
Q3 		$57.7K Hold
525
– – 0.02% 191
2024
Q2 		$52.4K Sell
525
-100
-16% -$9.98K 0.02% 191
2024
Q1 		$64K Sell
625
-280
-31% -$26.9K 0.02% 176
2023
Q4 		$83.5K Buy
+905
New +$76.1K 0.03% 157

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return