SFC
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Strategic Financial Concepts’s Vanguard Financials ETF VFH Stock Holding History

Strategic Financial Concepts’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
-19,167
Closed -$179 – 715
2024
Q2 		$179 Buy
+19,167
New +$1.91M ﹤0.01% 729

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Financial Concepts's VFH Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 19,167 shares — an estimated $179 sold.

Strategic Financial Concepts first reported a position in VFH in Q2 2024 and held it in 1 quarter. The position peaked at $179 in Q2 2024. 633 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 19,167 Vanguard Financials ETF shares in Q3 2024, an estimated $179.
  • Strategic Financial Concepts first reported a position in Vanguard Financials ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Vanguard Financials ETF position peaked at $179 in Q2 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.