Gradient Investments’s Vanguard Financials ETF VFH Stock Holding History

Gradient Investments’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	-99	Closed	-$9.13K	–	1818
2023 Q4	$9.13K	Hold	99	–	–	﹤0.01%	855
2023 Q3	$7.95K	Hold	99	–	–	﹤0.01%	846
2023 Q2	$8.04K	Hold	99	–	–	﹤0.01%	852
2023 Q1	$7.71K	Hold	99	–	–	﹤0.01%	865
2022 Q4	$8.19K	Sell	99 -202	-67%	-$16.7K	﹤0.01%	848
2022 Q3	$22K	Buy	+301	New	+$24.5K	﹤0.01%	656
2022 Q1	–	Sell	-34	Closed	-$3K	–	1348
2021 Q4	$3K	Buy	+34	New	+$3.31K	﹤0.01%	1031
2020 Q3	–	Sell	-131	Closed	-$7K	–	1228
2020 Q2	$7K	Hold	131	–	–	﹤0.01%	700
2020 Q1	$7K	Hold	131	–	–	﹤0.01%	725
2019 Q4	$10K	Hold	131	–	–	﹤0.01%	706
2019 Q3	$9K	Hold	131	–	–	﹤0.01%	693
2019 Q2	$9K	Hold	131	–	–	﹤0.01%	686
2019 Q1	$8K	Hold	131	–	–	﹤0.01%	595
2018 Q4	$8K	Buy	131 +64	+96%	+$4.15K	﹤0.01%	638
2018 Q3	$5K	Buy	+67	New	+$4.74K	﹤0.01%	753
2017 Q2	–	Sell	-348	Closed	-$21K	–	911
2017 Q1	$21K	Buy	348 +241	+225%	+$14.7K	﹤0.01%	393
2016 Q4	$6K	Sell	107 -108	-50%	-$5.9K	﹤0.01%	537
2016 Q3	$11K	Buy	+215	New	+$10.6K	﹤0.01%	443

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Gradient Investments's VFH Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 99 shares — an estimated $9.13K sold.

Gradient Investments first reported a position in VFH in Q3 2016 and held it in 18 quarters. The position peaked at $22K in Q3 2022. 625 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

Gradient Investments reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 99 Vanguard Financials ETF shares in Q1 2024, an estimated $9.13K.
Gradient Investments first reported a position in Vanguard Financials ETF in Q3 2016 and held it in 18 quarters.
Gradient Investments's Vanguard Financials ETF position peaked at $22K in Q3 2022.
625 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.