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Sonora Investment Management Group’s Vanguard Financials ETF VFH Stock Holding History

Sonora Investment Management Group’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
Q3 		– Sell
-2,972
Closed -$304K – 302
2024
Q2 		$304K Hold
2,972
– – 0.02% 222
2024
Q1 		$304K Buy
+2,972
New +$285K 0.02% 223
2023
Q1 		– Sell
-2,699
Closed -$223K – 283
2022
Q4 		$223K Buy
+2,699
New +$223K 0.02% 242

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sonora Investment Management Group's VFH Position: Q3 2024 in Review

Sonora Investment Management Group sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 2,972 shares — an estimated $304K sold.

Sonora Investment Management Group first reported a position in VFH in Q4 2022 and held it in 3 quarters. The position peaked at $304K in Q2 2024. 630 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • Sonora Investment Management Group reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 2,972 Vanguard Financials ETF shares in Q3 2024, an estimated $304K.
  • Sonora Investment Management Group first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 3 quarters.
  • Sonora Investment Management Group's Vanguard Financials ETF position peaked at $304K in Q2 2024.
  • 630 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Sonora Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.