IPW
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Impact Partnership Wealth’s Vanguard Financials ETF VFH Stock Holding History

Impact Partnership Wealth’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
-58
Closed -$5.38K – 870
2023
Q4 		$5.38K Buy
+58
New +$4.87K ﹤0.01% 569

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Impact Partnership Wealth's VFH Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 58 shares — an estimated $5.38K sold.

Impact Partnership Wealth first reported a position in VFH in Q4 2023 and held it in 1 quarter. The position peaked at $5.38K in Q4 2023. 623 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 58 Vanguard Financials ETF shares in Q1 2024, an estimated $5.38K.
  • Impact Partnership Wealth first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Vanguard Financials ETF position peaked at $5.38K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.