H&H Retirement Design & Management’s Vanguard Financials ETF VFH Stock Holding History

H&H Retirement Design & 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
2024 Q1	–	Sell	-2,366	Closed	-$223K	–	86
2023 Q4	$223K	Buy	+2,366	New	+$199K	0.14%	57
2023 Q3	–	Sell	-2,461	Closed	-$206K	–	63
2023 Q2	$206K	Buy	+2,461	New	+$193K	0.14%	52
2023 Q1	–	Sell	-17,265	Closed	-$1.51M	–	95
2022 Q4	$1.51M	Buy	17,265 +348	+2%	+$28.8K	1.28%	21
2022 Q3	$1.29M	Sell	16,917 -3,002	-15%	-$244K	1.22%	23
2022 Q2	$1.64M	Sell	19,919 -3,125	-14%	-$264K	1.2%	24
2022 Q1	$2.11M	Buy	23,044 +344	+2%	+$32.9K	1.44%	20
2021 Q4	$2.11M	Buy	+22,700	New	+$2.21M	1.33%	20

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

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

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

H&H Retirement Design & Management's VFH Position: Q1 2024 in Review

H&H Retirement Design & Management sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 2,366 shares — an estimated $223K sold.

H&H Retirement Design & Management first reported a position in VFH in Q4 2021 and held it in 7 quarters. The position peaked at $2.11M in Q1 2022. 624 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

H&H Retirement Design & Management reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
H&H Retirement Design & Management sold 2,366 Vanguard Financials ETF shares in Q1 2024, an estimated $223K.
H&H Retirement Design & Management first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 7 quarters.
H&H Retirement Design & Management's Vanguard Financials ETF position peaked at $2.11M in Q1 2022.
624 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on H&H Retirement Design & Management's 13F filing for Q1 2024, filed 24 Apr 2024.