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Tennessee Valley Asset Management Partners’s Vanguard Financials ETF VFH Stock Holding History

Tennessee Valley Asset Management 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
Q1 		– Sell
-88
Closed -$8.07K – 743
2023
Q4 		$8.07K Buy
+88
New +$7.39K ﹤0.01% 491

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCH
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tennessee Valley Asset Management Partners's VFH Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 88 shares — an estimated $8.07K sold.

Tennessee Valley Asset Management Partners first reported a position in VFH in Q4 2023 and held it in 1 quarter. The position peaked at $8.07K in Q4 2023. 624 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 88 Vanguard Financials ETF shares in Q1 2024, an estimated $8.07K.
  • Tennessee Valley Asset Management Partners first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Vanguard Financials ETF position peaked at $8.07K in Q4 2023.
  • 624 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.