MWM
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Mittelman Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Mittelman 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
2024
Q3 		– Sell
-11,953
Closed -$1.19M – 70
2024
Q2 		$1.19M Sell
11,953
-1,012
-8% -$101K 0.77% 32
2024
Q1 		$1.33M Buy
+12,965
New +$1.24M 0.9% 29

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mittelman Wealth Management's VFH Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 11,953 shares — an estimated $1.19M sold.

Mittelman Wealth Management first reported a position in VFH in Q1 2024 and held it in 2 quarters. The position peaked at $1.33M in Q1 2024. 632 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 11,953 Vanguard Financials ETF shares in Q3 2024, an estimated $1.19M.
  • Mittelman Wealth Management first reported a position in Vanguard Financials ETF in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Vanguard Financials ETF position peaked at $1.33M in Q1 2024.
  • 632 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.