NBT Bank’s Vanguard Financials ETF VFH Stock Holding History

NBT Bank’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	-46	Closed	-$4.24K	–	617
2023 Q4	$4.24K	Buy	+46	New	+$3.87K	﹤0.01%	509

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NBT Bank's VFH Position: Q1 2024 in Review

NBT Bank sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 46 shares — an estimated $4.24K sold.

NBT Bank first reported a position in VFH in Q4 2023 and held it in 1 quarter. The position peaked at $4.24K in Q4 2023. 623 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

NBT Bank reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
NBT Bank sold 46 Vanguard Financials ETF shares in Q1 2024, an estimated $4.24K.
NBT Bank first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 1 quarter.
NBT Bank's Vanguard Financials ETF position peaked at $4.24K in Q4 2023.
623 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on NBT Bank's 13F filing for Q1 2024, filed 24 Apr 2024.