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Sanctuary Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Sanctuary 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
Q2 		– Sell
-12
Closed -$1.23K – 313
2024
Q1 		$1.23K Hold
12
– – ﹤0.01% 228
2023
Q4 		$1.11K Hold
12
– – ﹤0.01% 240
2023
Q3 		$964 Hold
12
– – ﹤0.01% 238
2023
Q2 		$975 Buy
+12
New +$942 ﹤0.01% 248
2022
Q4 		$993 Buy
+12
New +$992 ﹤0.01% 236

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 $1.59B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

Sanctuary Wealth Management's VFH Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 12 shares — an estimated $1.23K sold.

Sanctuary Wealth Management first reported a position in VFH in Q4 2022 and held it in 5 quarters. The position peaked at $1.23K in Q1 2024. 618 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 12 Vanguard Financials ETF shares in Q2 2024, an estimated $1.23K.
  • Sanctuary Wealth Management first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 5 quarters.
  • Sanctuary Wealth Management's Vanguard Financials ETF position peaked at $1.23K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.