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Cornerstone Planning Group’s Vanguard Financials ETF VFH Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-20
Closed -$2.3K – 1494
2024
Q3 		$2.3K Hold
20
– – ﹤0.01% 735
2024
Q2 		$1.99K Sell
20
-12
-38% -$1.2K ﹤0.01% 771
2024
Q1 		$3.16K Sell
32
-160
-83% -$15.4K ﹤0.01% 592
2023
Q4 		$17.7K Sell
192
-106
-36% -$8.91K 0.01% 334
2023
Q3 		$23.9K Sell
298
-211
-41% -$17.6K 0.01% 282
2023
Q2 		$41.4K Buy
+509
New +$39.9K 0.02% 273
2022
Q4 		$92K Buy
+1,089
New +$90K 0.04% 169

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's VFH Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 20 shares — an estimated $2.3K sold.

Cornerstone Planning Group first reported a position in VFH in Q4 2022 and held it in 7 quarters. The position peaked at $92K in Q4 2022. 708 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • Cornerstone Planning Group reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 20 Vanguard Financials ETF shares in Q4 2024, an estimated $2.3K.
  • Cornerstone Planning Group first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 7 quarters.
  • Cornerstone Planning Group's Vanguard Financials ETF position peaked at $92K in Q4 2022.
  • 708 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.