Front Row Advisors’s Vanguard Financials ETF VFH Stock Holding History

Front Row 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 Q3	–	Sell	-1,129	Closed	-$113K	–	832
2024 Q2	$113K	Hold	1,129	–	–	0.04%	185
2024 Q1	$116K	Buy	+1,129	New	+$108K	0.04%	166
2023 Q4	–	Sell	-1,129	Closed	-$91.3K	–	799
2023 Q3	$91.3K	Hold	1,129	–	–	0.04%	175
2023 Q2	$92K	Hold	1,129	–	–	0.04%	176
2023 Q1	$88K	Hold	1,129	–	–	0.04%	185
2022 Q4	$93K	Hold	1,129	–	–	0.05%	179
2022 Q3	$85K	Sell	1,129 -370	-25%	-$30.1K	0.04%	186
2022 Q2	$116K	Hold	1,499	–	–	0.06%	167
2022 Q1	$140K	Hold	1,499	–	–	0.06%	167
2021 Q4	$145K	Hold	1,499	–	–	0.05%	168
2021 Q3	$140K	Hold	1,499	–	–	0.06%	171
2021 Q2	$138K	Hold	1,499	–	–	0.06%	172
2021 Q1	$127K	Hold	1,499	–	–	0.06%	165
2020 Q4	$109K	Hold	1,499	–	–	0.06%	171
2020 Q3	$105K	Sell	1,499 -73	-5%	-$4.34K	0.06%	174
2020 Q2	$90K	Hold	1,572	–	–	0.06%	168
2020 Q1	$88K	Hold	1,572	–	–	0.06%	162
2019 Q4	$120K	Hold	1,572	–	–	0.08%	136
2019 Q3	$111K	Hold	1,572	–	–	0.08%	140
2019 Q2	$108K	Hold	1,572	–	–	0.08%	146
2019 Q1	$101K	Hold	1,572	–	–	0.08%	147
2018 Q4	$93K	Hold	1,572	–	–	0.08%	145
2018 Q3	$99	Hold	1,572	–	–	0.07%	146
2018 Q2	$111	Buy	1,572 +220	+16%	+$15.4K	0.07%	145
2018 Q1	$94K	Hold	1,352	–	–	0.07%	159
2017 Q4	$95K	Buy	+1,352	New	+$91.6K	0.08%	160

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Front Row Advisors's VFH Position: Q3 2024 in Review

Front Row Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 1,129 shares — an estimated $113K sold.

Front Row Advisors first reported a position in VFH in Q4 2017 and held it in 26 quarters. The position peaked at $145K in Q4 2021. 630 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

Front Row Advisors reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
Front Row Advisors sold 1,129 Vanguard Financials ETF shares in Q3 2024, an estimated $113K.
Front Row Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 26 quarters.
Front Row Advisors's Vanguard Financials ETF position peaked at $145K in Q4 2021.
630 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.