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Carolinas Wealth Consulting’s Vanguard Financials ETF VFH Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-157
Closed -$18.7K – 910
2025
Q1 		$18.7K Hold
157
– – ﹤0.01% 464
2024
Q4 		$18.4K Buy
157
+2
+1% +$237 ﹤0.01% 478
2024
Q3 		$17.1K Buy
155
+1
+0.6% +$106 ﹤0.01% 493
2024
Q2 		$15.4K Hold
154
– – ﹤0.01% 507
2024
Q1 		$15.8K Sell
154
-80
-34% -$7.68K ﹤0.01% 505
2023
Q4 		$21.6K Buy
234
+82
+54% +$6.89K ﹤0.01% 432
2023
Q3 		$11.9K Sell
152
-429
-74% -$35.9K ﹤0.01% 498
2023
Q2 		$47.5K Hold
581
– – 0.01% 351
2023
Q1 		$45.3K Sell
581
-156
-21% -$13.2K 0.01% 380
2022
Q4 		$60.9K Buy
737
+7
+1% +$578 0.01% 324
2022
Q3 		$55K Sell
730
-613
-46% -$49.9K 0.01% 314
2022
Q2 		$104K Buy
1,343
+3
+0.2% +$253 0.03% 240
2022
Q1 		$125K Sell
1,340
-88
-6% -$8.43K 0.03% 227
2021
Q4 		$138K Buy
1,428
+160
+13% +$15.6K 0.03% 225
2021
Q3 		$118K Hold
1,268
– – 0.03% 224
2021
Q2 		$115K Buy
1,268
+610
+93% +$55.1K 0.03% 246
2021
Q1 		$56K Buy
658
+197
+43% +$15.7K 0.01% 341
2020
Q4 		$34K Sell
461
-261
-36% -$17.2K 0.01% 397
2020
Q3 		$42K Sell
722
-1,688
-70% -$100K 0.01% 301
2020
Q2 		$138K Sell
2,410
-528
-18% -$29.3K 0.05% 125
2020
Q1 		$149K Buy
2,938
+1,179
+67% +$80.3K 0.08% 106
2019
Q4 		$131K Buy
+1,759
New +$128K 0.14% 61

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolinas Wealth Consulting's VFH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 157 shares — an estimated $18.7K sold.

Carolinas Wealth Consulting first reported a position in VFH in Q4 2019 and held it in 22 quarters. The position peaked at $149K in Q1 2020. 705 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 157 Vanguard Financials ETF shares in Q2 2025, an estimated $18.7K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard Financials ETF position peaked at $149K in Q1 2020.
  • 705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.