Csenge Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Csenge Advisory 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	-2,670	Closed	-$302K	–	762
2024 Q3	$302K	Buy	+2,670	New	+$283K	0.02%	556
2024 Q2	–	Sell	-2,330	Closed	-$239K	–	757
2024 Q1	$239K	Buy	+2,330	New	+$224K	0.01%	618
2021 Q4	–	Sell	-4,200	Closed	-$395K	–	616
2021 Q3	$395K	Buy	+4,200	New	+$387K	0.03%	416
2020 Q1	–	Sell	-16,295	Closed	-$1.24M	–	341
2019 Q4	$1.24M	Buy	+16,295	New	+$1.19M	0.32%	62
2018 Q3	–	Sell	-6,690	Closed	-$451K	–	1638
2018 Q2	$451K	Buy	6,690 +35	+0.5%	+$2.44K	0.17%	132
2018 Q1	$462K	Sell	6,655 -2,692	-29%	-$194K	0.16%	134
2017 Q4	$655K	Buy	+9,347	New	+$633K	0.23%	102

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

PCH

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Csenge Advisory Group's VFH Position: Q4 2024 in Review

Csenge Advisory Group sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 2,670 shares — an estimated $302K sold.

Csenge Advisory Group first reported a position in VFH in Q4 2017 and held it in 7 quarters. The position peaked at $1.24M in Q4 2019. 707 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

Csenge Advisory Group reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
Csenge Advisory Group sold 2,670 Vanguard Financials ETF shares in Q4 2024, an estimated $302K.
Csenge Advisory Group first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 7 quarters.
Csenge Advisory Group's Vanguard Financials ETF position peaked at $1.24M in Q4 2019.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.