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Cypress Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

Cypress Financial Planning’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
-1,992
Closed -$219K – 86
2024
Q3 		$219K Sell
1,992
-152
-7% -$16.1K 0.08% 71
2024
Q2 		$214K Sell
2,144
-200
-9% -$20K 0.09% 69
2024
Q1 		$240K Sell
2,344
-172
-7% -$16.5K 0.11% 61
2023
Q4 		$231K Buy
+2,516
New +$211K 0.21% 38

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 $1.65B 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
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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Financial Planning's VFH Position: Q4 2024 in Review

Cypress Financial Planning sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 1,992 shares — an estimated $219K sold.

Cypress Financial Planning first reported a position in VFH in Q4 2023 and held it in 4 quarters. The position peaked at $240K in Q1 2024. 707 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • Cypress Financial Planning reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Financial Planning sold 1,992 Vanguard Financials ETF shares in Q4 2024, an estimated $219K.
  • Cypress Financial Planning first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 4 quarters.
  • Cypress Financial Planning's Vanguard Financials ETF position peaked at $240K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Cypress Financial Planning's 13F filing for Q4 2024, filed 14 Jan 2025.