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CoreFirst Bank & Trust’s Vanguard Financials ETF VFH Stock Holding History

CoreFirst Bank & Trust’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
-31
Closed -$3.17K – 334
2024
Q1 		$3.17K Hold
31
– – ﹤0.01% 340
2023
Q4 		$2.86K Hold
31
– – ﹤0.01% 354
2023
Q3 		$2.49K Buy
+31
New +$2.59K ﹤0.01% 379

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CoreFirst Bank & Trust's VFH Position: Q2 2024 in Review

CoreFirst Bank & Trust sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 31 shares — an estimated $3.17K sold.

CoreFirst Bank & Trust first reported a position in VFH in Q3 2023 and held it in 3 quarters. The position peaked at $3.17K in Q1 2024. 617 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

  • CoreFirst Bank & Trust reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 31 Vanguard Financials ETF shares in Q2 2024, an estimated $3.17K.
  • CoreFirst Bank & Trust first reported a position in Vanguard Financials ETF in Q3 2023 and held it in 3 quarters.
  • CoreFirst Bank & Trust's Vanguard Financials ETF position peaked at $3.17K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2024, filed 14 Aug 2024.