Eagle Strategies’s Vanguard Financials ETF VFH Stock Holding History

Eagle Strategies’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 Q2	–	Sell	-7,701	Closed	-$789K	–	333
2024 Q1	$789K	Buy	+7,701	New	+$739K	0.18%	125
2022 Q2	–	Sell	-12,136	Closed	-$1.13M	–	167
2022 Q1	$1.13M	Buy	+12,136	New	+$1.16M	0.44%	51

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 $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

Eagle Strategies's VFH Position: Q2 2024 in Review

Eagle Strategies sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 7,701 shares — an estimated $789K sold.

Eagle Strategies first reported a position in VFH in Q1 2022 and held it in 2 quarters. The position peaked at $1.13M in Q1 2022. 617 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

Eagle Strategies reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
Eagle Strategies sold 7,701 Vanguard Financials ETF shares in Q2 2024, an estimated $789K.
Eagle Strategies first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 2 quarters.
Eagle Strategies's Vanguard Financials ETF position peaked at $1.13M in Q1 2022.
617 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.