Buckingham Strategic Wealth’s Vanguard Financials ETF VFH Stock Holding History

Buckingham Strategic Wealth’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	-2,218	Closed	-$227K	–	849
2024 Q1	$227K	Buy	+2,218	New	+$213K	﹤0.01%	672
2023 Q3	–	Sell	-2,842	Closed	-$231K	–	716
2023 Q2	$231K	Buy	+2,842	New	+$223K	﹤0.01%	593
2018 Q2	–	Sell	-3,015	Closed	-$209K	–	371
2018 Q1	$209K	Buy	+3,015	New	+$217K	0.04%	286

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

Buckingham Strategic Wealth's VFH Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 2,218 shares — an estimated $227K sold.

Buckingham Strategic Wealth first reported a position in VFH in Q1 2018 and held it in 3 quarters. The position peaked at $231K in Q2 2023. 617 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

Buckingham Strategic Wealth reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 2,218 Vanguard Financials ETF shares in Q2 2024, an estimated $227K.
Buckingham Strategic Wealth first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 3 quarters.
Buckingham Strategic Wealth's Vanguard Financials ETF position peaked at $231K in Q2 2023.
617 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.