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Jaffetilchin Investment Partners’s Vanguard Financials ETF VFH Stock Holding History

Jaffetilchin Investment Partners’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
-87
Closed -$9.56K – 1271
2024
Q3 		$9.56K Buy
+87
New +$9.22K ﹤0.01% 911

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jaffetilchin Investment Partners's VFH Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 87 shares — an estimated $9.56K sold.

Jaffetilchin Investment Partners first reported a position in VFH in Q3 2024 and held it in 1 quarter. The position peaked at $9.56K in Q3 2024. 706 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 87 Vanguard Financials ETF shares in Q4 2024, an estimated $9.56K.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Financials ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Vanguard Financials ETF position peaked at $9.56K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.