Creekmur Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Creekmur Asset 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
2024 Q3	–	Sell	-12	Closed	-$1.2K	–	1128
2024 Q2	$1.2K	Hold	12	–	–	﹤0.01%	767
2024 Q1	$1.23K	Hold	12	–	–	﹤0.01%	704
2023 Q4	$1.11K	Buy	+12	New	+$1.01K	﹤0.01%	720

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 $1.59B AUM 11.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Creekmur Asset Management's VFH Position: Q3 2024 in Review

Creekmur Asset Management sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 12 shares — an estimated $1.2K sold.

Creekmur Asset Management first reported a position in VFH in Q4 2023 and held it in 3 quarters. The position peaked at $1.23K in Q1 2024. 633 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

Creekmur Asset Management reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
Creekmur Asset Management sold 12 Vanguard Financials ETF shares in Q3 2024, an estimated $1.2K.
Creekmur Asset Management first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 3 quarters.
Creekmur Asset Management's Vanguard Financials ETF position peaked at $1.23K in Q1 2024.
633 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.