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McClarren Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-740
Closed -$88K – 289
2025
Q1 		$88K Buy
740
+23
+3% +$2.8K 0.06% 112
2024
Q4 		$84K Buy
717
+8
+1% +$946 0.24% 60
2024
Q3 		$77 Buy
709
+510
+256% +$54K 0.01% 105
2024
Q2 		$70K Sell
199
-508
-72% -$50.7K 0.05% 125
2024
Q1 		$73K Buy
707
+3
+0.4% +$288 0.05% 120
2023
Q4 		$65K Buy
704
+9
+1% +$756 0.05% 134
2023
Q3 		$55K Sell
695
-391
-36% -$32.7K 0.05% 135
2023
Q2 		$88K Buy
1,086
+790
+267% +$62K 0.07% 116
2023
Q1 		$23K Buy
296
+2
+0.7% +$169 0.02% 199
2022
Q4 		$24K Buy
294
+4
+1% +$331 0.02% 201
2022
Q3 		$21K Buy
+290
New +$23.6K 0.02% 196

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return