Secure Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Secure Asset 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 Q1	–	Sell	-2,227	Closed	-$205K	–	256
2023 Q4	$205K	Buy	+2,227	New	+$187K	0.06%	221
2023 Q1	–	Sell	-2,599	Closed	-$215K	–	208
2022 Q4	$215K	Buy	+2,599	New	+$215K	0.08%	185
2022 Q3	–	Sell	-2,691	Closed	-$208K	–	176
2022 Q2	$208K	Sell	2,691 -259	-9%	-$21.9K	0.12%	156
2022 Q1	$276K	Buy	2,950 +11	+0.4%	+$1.05K	0.12%	148
2021 Q4	$284K	Sell	2,939 -20	-0.7%	-$1.95K	0.12%	152
2021 Q3	$274K	Sell	2,959 -44	-1%	-$4.06K	0.14%	140
2021 Q2	$272K	Sell	3,003 -98	-3%	-$8.86K	0.14%	144
2021 Q1	$262K	Buy	3,101 +13	+0.4%	+$1.04K	0.15%	137
2020 Q4	$225K	Buy	+3,088	New	+$204K	0.13%	141
2020 Q1	–	Sell	-3,501	Closed	-$267K	–	155
2019 Q4	$267K	Buy	+3,501	New	+$255K	0.19%	128

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

Secure Asset Management's VFH Position: Q1 2024 in Review

Secure Asset Management sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 2,227 shares — an estimated $205K sold.

Secure Asset Management first reported a position in VFH in Q4 2019 and held it in 10 quarters. The position peaked at $284K in Q4 2021. 623 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

Secure Asset Management reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
Secure Asset Management sold 2,227 Vanguard Financials ETF shares in Q1 2024, an estimated $205K.
Secure Asset Management first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 10 quarters.
Secure Asset Management's Vanguard Financials ETF position peaked at $284K in Q4 2021.
623 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.