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ORG Partners’s Vanguard Financials ETF VFH Stock Holding History

ORG Partners’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
-23
Closed -$2.12K – 1077
2023
Q4 		$2.12K Buy
+23
New +$1.93K ﹤0.01% 948
2023
Q3 		– Sell
-37
Closed -$3.03K – 1596
2023
Q2 		$3.03K Buy
+37
New +$2.9K ﹤0.01% 1147

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

ORG Partners's VFH Position: Q1 2024 in Review

ORG Partners sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 23 shares — an estimated $2.12K sold.

ORG Partners first reported a position in VFH in Q2 2023 and held it in 2 quarters. The position peaked at $3.03K in Q2 2023. 626 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

  • ORG Partners reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 23 Vanguard Financials ETF shares in Q1 2024, an estimated $2.12K.
  • ORG Partners first reported a position in Vanguard Financials ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's Vanguard Financials ETF position peaked at $3.03K in Q2 2023.
  • 626 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.