New England Private Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

New England Private Wealth 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
2024 Q2	–	Sell	-4,756	Closed	-$486K	–	141
2024 Q1	$486K	Buy	4,756 +8	+0.2%	+$768	0.09%	94
2023 Q4	$438K	Buy	+4,748	New	+$399K	0.08%	91
2020 Q1	–	Sell	-2,902	Closed	-$222K	–	84
2019 Q4	$222K	Buy	2,902 +11	+0.4%	+$803	0.06%	70
2019 Q3	$202K	Buy	+2,891	New	+$200K	0.05%	156
2018 Q4	–	Sell	-2,875	Closed	-$200K	–	163
2018 Q3	$200K	Buy	+2,875	New	+$203K	0.05%	146
2018 Q2	–	Sell	-7,150	Closed	-$496K	–	155
2018 Q1	$496K	Buy	7,150 +2,656	+59%	+$192K	0.14%	86
2017 Q4	$314K	Buy	4,494 +23	+0.5%	+$1.56K	0.09%	104
2017 Q3	$293K	Buy	4,471 +11	+0.2%	+$694	0.09%	104
2017 Q2	$279K	Hold	4,460	–	–	0.09%	111
2017 Q1	$269K	Buy	+4,460	New	+$272K	0.09%	109

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Private Wealth Advisors's VFH Position: Q2 2024 in Review

New England Private Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 4,756 shares — an estimated $486K sold.

New England Private Wealth Advisors first reported a position in VFH in Q1 2017 and held it in 10 quarters. The position peaked at $496K in Q1 2018. 616 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

New England Private Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
New England Private Wealth Advisors sold 4,756 Vanguard Financials ETF shares in Q2 2024, an estimated $486K.
New England Private Wealth Advisors first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 10 quarters.
New England Private Wealth Advisors's Vanguard Financials ETF position peaked at $496K in Q1 2018.
616 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on New England Private Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.