Atticus Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Atticus 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
2024 Q2	–	Sell	-427	Closed	-$43.7K	–	571
2024 Q1	$43.7K	Buy	427 +2	+0.5%	+$192	0.01%	256
2023 Q4	$39.2K	Buy	425 +5	+1%	+$420	0.01%	266
2023 Q3	$33.7K	Sell	420 -157	-27%	-$13.1K	0.01%	288
2023 Q2	$46.9K	Hold	577	–	–	0.02%	265
2023 Q1	$44.9K	Buy	577 +3	+0.5%	+$254	0.02%	261
2022 Q4	$47.5K	Buy	574 +128	+29%	+$10.6K	0.02%	257
2022 Q3	$34K	Hold	446	–	–	0.02%	271
2022 Q2	$34K	Buy	446 +2	+0.5%	+$169	0.01%	294
2022 Q1	$41K	Sell	444 -74	-14%	-$7.09K	0.02%	268
2021 Q4	$50K	Buy	518 +6	+1%	+$585	0.02%	225
2021 Q3	$47K	Sell	512 -123	-19%	-$11.3K	0.02%	243
2021 Q2	$57K	Buy	635 +477	+302%	+$43.1K	0.02%	219
2021 Q1	$13K	Buy	+158	New	+$12.6K	0.01%	294

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

PCH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Atticus Wealth Management's VFH Position: Q2 2024 in Review

Atticus Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 427 shares — an estimated $43.7K sold.

Atticus Wealth Management first reported a position in VFH in Q1 2021 and held it in 13 quarters. The position peaked at $57K in Q2 2021. 617 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

Atticus Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 427 Vanguard Financials ETF shares in Q2 2024, an estimated $43.7K.
Atticus Wealth Management first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 13 quarters.
Atticus Wealth Management's Vanguard Financials ETF position peaked at $57K in Q2 2021.
617 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.