C2C Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

C2C 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	-3,383	Closed	-$268K	–	223
2023 Q3	$268K	Hold	3,383	–	–	0.04%	204
2023 Q2	$285K	Buy	3,383 +713	+27%	+$56K	0.04%	206
2023 Q1	$208K	Hold	2,670	–	–	0.03%	224
2022 Q4	$226K	Hold	2,670	–	–	0.04%	155
2022 Q3	$212K	Hold	2,670	–	–	0.04%	158
2022 Q2	$214K	Hold	2,670	–	–	0.04%	169
2022 Q1	$247K	Hold	2,670	–	–	0.04%	170
2021 Q4	$258K	Buy	+2,670	New	+$260K	0.04%	186

Other funds holding VFH

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

C2C Wealth Management's VFH Position: Q4 2023 in Review

C2C Wealth Management sold out of Vanguard Financials ETF (VFH) in Q4 2023, closing a stake of 3,383 shares — an estimated $268K sold.

C2C Wealth Management first reported a position in VFH in Q4 2021 and held it in 8 quarters. The position peaked at $285K in Q2 2023. 592 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

C2C Wealth Management reported no remaining Vanguard Financials ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 3,383 Vanguard Financials ETF shares in Q4 2023, an estimated $268K.
C2C Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Vanguard Financials ETF position peaked at $285K in Q2 2023.
592 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.