Golden State Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Golden State Wealth Management’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
2025 Q1	–	Sell	-85	Closed	-$10.1K	–	1644
2024 Q4	$10.1K	Buy	+85	New	+$10.1K	﹤0.01%	964
2020 Q2	–	Sell	-775	Closed	-$39K	–	879
2020 Q1	$39K	Buy	+775	New	+$52.8K	0.02%	401
2019 Q4	–	Sell	-1,337	Closed	-$94K	–	910
2019 Q3	$94K	Sell	1,337 -1,036	-44%	-$71.6K	0.03%	325
2019 Q2	$163K	Sell	2,373 -97	-4%	-$6.58K	0.05%	249
2019 Q1	$159K	Buy	+2,470	New	+$160K	0.05%	251

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

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

PCH

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Golden State Wealth Management's VFH Position: Q1 2025 in Review

Golden State Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 85 shares — an estimated $10.1K sold.

Golden State Wealth Management first reported a position in VFH in Q1 2019 and held it in 5 quarters. The position peaked at $163K in Q2 2019. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

Golden State Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
Golden State Wealth Management sold 85 Vanguard Financials ETF shares in Q1 2025, an estimated $10.1K.
Golden State Wealth Management first reported a position in Vanguard Financials ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Vanguard Financials ETF position peaked at $163K in Q2 2019.
700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.