SJIM
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St. Johns Investment Management’s Vanguard Financials ETF VFH Stock Holding History

St. Johns Investment 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 		– Sell
-142
Closed -$15.6K – 249
2024
Q3 		$15.6K Buy
+142
New +$15K 0.01% 128

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

St. Johns Investment Management's VFH Position: Q4 2024 in Review

St. Johns Investment Management sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 142 shares — an estimated $15.6K sold.

St. Johns Investment Management first reported a position in VFH in Q3 2024 and held it in 1 quarter. The position peaked at $15.6K in Q3 2024. 705 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • St. Johns Investment Management reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • St. Johns Investment Management sold 142 Vanguard Financials ETF shares in Q4 2024, an estimated $15.6K.
  • St. Johns Investment Management first reported a position in Vanguard Financials ETF in Q3 2024 and held it in 1 quarter.
  • St. Johns Investment Management's Vanguard Financials ETF position peaked at $15.6K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on St. Johns Investment Management's 13F filing for Q4 2024, filed 21 Jan 2025.