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Gen-Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Gen-Wealth Partners’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
-197
Closed -$22.6K – 681
2024
Q3 		$22.6K Buy
+197
New +$20.9K 0.01% 435

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gen-Wealth Partners's VFH Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 197 shares — an estimated $22.6K sold.

Gen-Wealth Partners first reported a position in VFH in Q3 2024 and held it in 1 quarter. The position peaked at $22.6K in Q3 2024. 705 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 197 Vanguard Financials ETF shares in Q4 2024, an estimated $22.6K.
  • Gen-Wealth Partners first reported a position in Vanguard Financials ETF in Q3 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Vanguard Financials ETF position peaked at $22.6K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.