FA
VFH icon

Faithward Advisors’s Vanguard Financials ETF VFH Stock Holding History

Faithward 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
Q1 		– Sell
-100
Closed -$9.37K – 320
2023
Q4 		$9.37K Hold
100
– – ﹤0.01% 226
2023
Q3 		$8.17K Hold
100
– – ﹤0.01% 217
2023
Q2 		$8.47K Hold
100
– – ﹤0.01% 234
2023
Q1 		$7.6K Sell
100
-72
-42% -$6.09K ﹤0.01% 282
2022
Q4 		$14.2K Hold
172
– – ﹤0.01% 215
2022
Q3 		$13K Hold
172
– – ﹤0.01% 196
2022
Q2 		$13K Buy
172
+17
+11% +$1.44K ﹤0.01% 214
2022
Q1 		$15K Buy
155
+105
+210% +$10.1K ﹤0.01% 225
2021
Q4 		$5K Buy
+50
New +$4.87K ﹤0.01% 250

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return