AWM
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Avitas Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Avitas 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
2023
Q4 		– Sell
-5,712
Closed -$459K – 210
2023
Q3 		$459K Buy
+5,712
New +$478K 0.09% 164

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
LPL Financial
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

Avitas Wealth Management's VFH Position: Q4 2023 in Review

Avitas Wealth Management sold out of Vanguard Financials ETF (VFH) in Q4 2023, closing a stake of 5,712 shares — an estimated $459K sold.

Avitas Wealth Management first reported a position in VFH in Q3 2023 and held it in 1 quarter. The position peaked at $459K in Q3 2023. 592 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

  • Avitas Wealth Management reported no remaining Vanguard Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 5,712 Vanguard Financials ETF shares in Q4 2023, an estimated $459K.
  • Avitas Wealth Management first reported a position in Vanguard Financials ETF in Q3 2023 and held it in 1 quarter.
  • Avitas Wealth Management's Vanguard Financials ETF position peaked at $459K in Q3 2023.
  • 592 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.