KHC
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Koesten Hirschmann & Crabtree’s Vanguard Financials ETF VFH Stock Holding History

Koesten Hirschmann & Crabtree’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
-1,150
Closed -$106K – 229
2023
Q4 		$106K Hold
1,150
– – 0.07% 48
2023
Q3 		$92.4K Hold
1,150
– – 0.07% 39
2023
Q2 		$93.4K Hold
1,150
– – 0.07% 42
2023
Q1 		$89.6K Hold
1,150
– – 0.07% 44
2022
Q4 		$95.1K Buy
+1,150
New +$95K 0.08% 39

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

Koesten Hirschmann & Crabtree's VFH Position: Q1 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 1,150 shares — an estimated $106K sold.

Koesten Hirschmann & Crabtree first reported a position in VFH in Q4 2022 and held it in 5 quarters. The position peaked at $106K in Q4 2023. 623 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 1,150 Vanguard Financials ETF shares in Q1 2024, an estimated $106K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 5 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Financials ETF position peaked at $106K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q1 2024, filed 22 May 2024.