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

SignalPoint 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
Q4 		$558K Sell
4,730
-797
-14% -$94.3K 0.14% 126
2024
Q3 		$606K Buy
5,527
+1,609
+41% +$171K 0.14% 134
2024
Q2 		$391K Buy
+3,918
New +$391K 0.1% 172

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SignalPoint Asset Management's VFH Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard Financials ETF (VFH) stake by 14% in Q4 2024, selling an estimated $94.3K and leaving 4,730 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #126.

SignalPoint Asset Management first reported a position in VFH in Q2 2024 and has held it in 3 quarters since. The position peaked at $606K in Q3 2024. 708 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • SignalPoint Asset Management held 4,730 shares of Vanguard Financials ETF worth $558K as of Q4 2024.
  • SignalPoint Asset Management sold 797 Vanguard Financials ETF shares in Q4 2024, an estimated $94.3K.
  • Vanguard Financials ETF made up 0.14% of SignalPoint Asset Management's portfolio in Q4 2024, its #126 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 3 quarters since.
  • SignalPoint Asset Management's Vanguard Financials ETF position peaked at $606K in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.