Baldwin Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-200	Closed	-$22K	–	991
2024 Q3	$22K	Hold	200	–	–	﹤0.01%	683
2024 Q2	$20K	Hold	200	–	–	﹤0.01%	462
2024 Q1	$20.5K	Sell	200 -266	-57%	-$25.5K	﹤0.01%	487
2023 Q4	$43K	Hold	466	–	–	﹤0.01%	391
2023 Q3	$37.4K	Hold	466	–	–	﹤0.01%	430
2023 Q2	$37.9K	Sell	466 -86	-16%	-$6.75K	﹤0.01%	450
2023 Q1	$43K	Hold	552	–	–	﹤0.01%	434
2022 Q4	$45.7K	Hold	552	–	–	﹤0.01%	424
2022 Q3	$41K	Hold	552	–	–	0.01%	354
2022 Q2	$43K	Hold	552	–	–	0.01%	369
2022 Q1	$52K	Buy	552 +286	+108%	+$27.4K	0.01%	369
2021 Q4	$26K	Hold	266	–	–	﹤0.01%	423
2021 Q3	$25K	Hold	266	–	–	﹤0.01%	433
2021 Q2	$24K	Hold	266	–	–	﹤0.01%	454
2021 Q1	$22K	Buy	+266	New	+$21.2K	﹤0.01%	451

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

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

BCMIO

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

PCH

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Baldwin Wealth Partners's VFH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 200 shares — an estimated $22K sold.

Baldwin Wealth Partners first reported a position in VFH in Q1 2021 and held it in 15 quarters. The position peaked at $52K in Q1 2022. 708 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

Baldwin Wealth Partners reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 200 Vanguard Financials ETF shares in Q4 2024, an estimated $22K.
Baldwin Wealth Partners first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 15 quarters.
Baldwin Wealth Partners's Vanguard Financials ETF position peaked at $52K in Q1 2022.
708 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.