Householder Group Estate & Retirement Specialist’s Vanguard Financials ETF VFH Stock Holding History

Householder Group Estate & Retirement Specialist’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	-538	Closed	-$59K	–	1195
2024 Q3	$59K	Hold	538	–	–	0.02%	454
2024 Q2	$53K	Sell	538 -242	-31%	-$24.2K	0.01%	461
2024 Q1	$79.9K	Hold	780	–	–	0.02%	389
2023 Q4	$71K	Hold	780	–	–	0.02%	397
2023 Q3	$62.6K	Buy	+780	New	+$65.2K	0.02%	401
2023 Q1	$27K	Buy	+351	New	+$29.7K	0.01%	579
2022 Q4	–	Sell	-1,403	Closed	-$104K	–	1110
2022 Q3	$104K	Buy	+1,403	New	+$114K	0.04%	266
2022 Q2	–	Sell	-7,461	Closed	-$697K	–	208
2022 Q1	$697K	Sell	7,461 -859	-10%	-$82.3K	0.28%	97
2021 Q4	$803K	Buy	+8,320	New	+$811K	0.3%	90

Other funds holding VFH

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

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

Householder Group Estate & Retirement Specialist's VFH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 538 shares — an estimated $59K sold.

Householder Group Estate & Retirement Specialist first reported a position in VFH in Q4 2021 and held it in 9 quarters. The position peaked at $803K in Q4 2021. 706 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 538 Vanguard Financials ETF shares in Q4 2024, an estimated $59K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 9 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Financials ETF position peaked at $803K in Q4 2021.
706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.