Resources Management Corp’s Vanguard Financials ETF VFH Stock Holding History

Resources Management Corp’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	-15	Closed	-$2K	–	443
2025 Q1	$2K	Hold	15	–	–	﹤0.01%	399
2024 Q4	$2K	Hold	15	–	–	﹤0.01%	403
2024 Q3	$2K	Sell	15 -20	-57%	-$2.12K	﹤0.01%	419
2024 Q2	$3K	Hold	35	–	–	﹤0.01%	391
2024 Q1	$4K	Sell	35 -75	-68%	-$7.2K	﹤0.01%	399
2023 Q4	$10K	Hold	110	–	–	﹤0.01%	365
2023 Q3	$9K	Hold	110	–	–	﹤0.01%	367
2023 Q2	$9K	Sell	110 -868	-89%	-$68.1K	﹤0.01%	370
2023 Q1	$89K	Buy	978 +741	+313%	+$62.7K	0.01%	262
2022 Q4	$20K	Hold	237	–	–	﹤0.01%	340
2022 Q3	$18K	Hold	237	–	–	﹤0.01%	353
2022 Q2	$18K	Hold	237	–	–	﹤0.01%	360
2022 Q1	$22K	Buy	237 +35	+17%	+$3.35K	﹤0.01%	356
2021 Q4	$19K	Hold	202	–	–	﹤0.01%	376
2021 Q3	$19K	Hold	202	–	–	﹤0.01%	365
2021 Q2	$18K	Buy	202 +75	+59%	+$6.78K	﹤0.01%	381
2021 Q1	$11K	Hold	127	–	–	﹤0.01%	399
2020 Q4	$9K	Hold	127	–	–	﹤0.01%	411
2020 Q3	$7K	Buy	127 +1	+0.8%	+$59	﹤0.01%	390
2020 Q2	$7K	Buy	+126	New	+$7K	﹤0.01%	407

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Resources Management Corp's VFH Position: Q2 2025 in Review

Resources Management Corp sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 15 shares — an estimated $2K sold.

Resources Management Corp first reported a position in VFH in Q2 2020 and held it in 20 quarters. The position peaked at $89K in Q1 2023. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Resources Management Corp reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
Resources Management Corp sold 15 Vanguard Financials ETF shares in Q2 2025, an estimated $2K.
Resources Management Corp first reported a position in Vanguard Financials ETF in Q2 2020 and held it in 20 quarters.
Resources Management Corp's Vanguard Financials ETF position peaked at $89K in Q1 2023.
706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Resources Management Corp's 13F filing for Q2 2025, filed 15 Aug 2025.