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Southland Equity Partners’s Vanguard Financials ETF VFH Stock Holding History

Southland Equity Partners’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
-2,431
Closed -$243K – 235
2024
Q2 		$243K Hold
2,431
– – 0.07% 184
2024
Q1 		$249K Buy
+2,431
New +$233K 0.07% 185

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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

Southland Equity Partners's VFH Position: Q3 2024 in Review

Southland Equity Partners sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 2,431 shares — an estimated $243K sold.

Southland Equity Partners first reported a position in VFH in Q1 2024 and held it in 2 quarters. The position peaked at $249K in Q1 2024. 630 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • Southland Equity Partners reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Southland Equity Partners sold 2,431 Vanguard Financials ETF shares in Q3 2024, an estimated $243K.
  • Southland Equity Partners first reported a position in Vanguard Financials ETF in Q1 2024 and held it in 2 quarters.
  • Southland Equity Partners's Vanguard Financials ETF position peaked at $249K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Southland Equity Partners's 13F filing for Q3 2024, filed 15 Oct 2024.