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Crewe Advisors’s Vanguard Financials ETF VFH Stock Holding History

Crewe Advisors’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
-2
Closed -$220 – 803
2024
Q3 		$220 Sell
2
-3
-60% -$318 ﹤0.01% 691
2024
Q2 		$500 Sell
5
-2,165
-100% -$216K ﹤0.01% 917
2024
Q1 		$222K Buy
2,170
+2,165
+43,300% +$208K 0.03% 158
2023
Q4 		$462 Hold
5
– – ﹤0.01% 330
2023
Q3 		$402 Buy
+5
New +$418 ﹤0.01% 402

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

Crewe Advisors's VFH Position: Q4 2024 in Review

Crewe Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 2 shares — an estimated $220 sold.

Crewe Advisors first reported a position in VFH in Q3 2023 and held it in 5 quarters. The position peaked at $222K in Q1 2024. 708 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • Crewe Advisors reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 2 Vanguard Financials ETF shares in Q4 2024, an estimated $220.
  • Crewe Advisors first reported a position in Vanguard Financials ETF in Q3 2023 and held it in 5 quarters.
  • Crewe Advisors's Vanguard Financials ETF position peaked at $222K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.