LWM
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Laidlaw Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Laidlaw Wealth 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
2025
Q1 		– Sell
-15,101
Closed -$1.78M – 154
2024
Q4 		$1.78M Sell
15,101
-61
-0.4% -$7.21K 0.78% 37
2024
Q3 		$1.67M Buy
15,162
+211
+1% +$22.4K 0.82% 36
2024
Q2 		$1.49M Buy
14,951
+229
+2% +$22.9K 0.82% 34
2024
Q1 		$1.51M Sell
14,722
-2,033
-12% -$195K 0.84% 33
2023
Q4 		$1.55M Sell
16,755
-1,545
-8% -$130K 0.56% 46
2023
Q3 		$1.47M Sell
18,300
-747
-4% -$62.4K 0.49% 58
2023
Q2 		$1.55M Sell
19,047
-618
-3% -$48.5K 0.3% 88
2023
Q1 		$1.53M Sell
19,665
-9,362
-32% -$792K 0.31% 92
2022
Q4 		$2.4M Sell
29,027
-3,345
-10% -$276K 0.52% 50
2022
Q3 		$2.41M Buy
32,372
+17,648
+120% +$1.44M 0.56% 46
2022
Q2 		$1.14M Buy
14,724
+2,471
+20% +$209K 0.23% 118
2022
Q1 		$1.14M Buy
12,253
+843
+7% +$80.7K 0.19% 130
2021
Q4 		$1.1M Sell
11,410
-625
-5% -$60.9K 0.18% 138
2021
Q3 		$1.11M Buy
12,035
+453
+4% +$41.8K 0.29% 88
2021
Q2 		$1.05M Sell
11,582
-334
-3% -$30.2K 0.27% 91
2021
Q1 		$1.01M Buy
11,916
+260
+2% +$20.7K 0.34% 79
2020
Q4 		$849K Buy
11,656
+1,323
+13% +$87.3K 0.18% 140
2020
Q3 		$604K Buy
10,333
+2,957
+40% +$176K 0.27% 98
2020
Q2 		$422K Buy
7,376
+274
+4% +$15.2K 0.22% 108
2020
Q1 		$360K Sell
7,102
-7,883
-53% -$537K 0.24% 102
2019
Q4 		$1.14M Buy
+14,985
New +$1.09M 0.72% 52

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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laidlaw Wealth Management's VFH Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 15,101 shares — an estimated $1.78M sold.

Laidlaw Wealth Management first reported a position in VFH in Q4 2019 and held it in 21 quarters. The position peaked at $2.41M in Q3 2022. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 15,101 Vanguard Financials ETF shares in Q1 2025, an estimated $1.78M.
  • Laidlaw Wealth Management first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Vanguard Financials ETF position peaked at $2.41M in Q3 2022.
  • 700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.