BWM
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BKM Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

BKM 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
Q1 		– Sell
-1,000
Closed -$92.3K – 540
2023
Q4 		$92.3K Buy
+1,000
New +$84K 0.04% 208

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BKM Wealth Management's VFH Position: Q1 2024 in Review

BKM Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 1,000 shares — an estimated $92.3K sold.

BKM Wealth Management first reported a position in VFH in Q4 2023 and held it in 1 quarter. The position peaked at $92.3K in Q4 2023. 623 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

  • BKM Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,000 Vanguard Financials ETF shares in Q1 2024, an estimated $92.3K.
  • BKM Wealth Management first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Vanguard Financials ETF position peaked at $92.3K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.