The Family Firm’s Vanguard Financials ETF VFH Stock Holding History

The Family Firm’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	-247	Closed	-$24.7K	–	812
2024 Q2	$24.7K	Buy	+247	New	+$24.7K	0.01%	540

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

The Family Firm's VFH Position: Q3 2024 in Review

The Family Firm sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 247 shares — an estimated $24.7K sold.

The Family Firm first reported a position in VFH in Q2 2024 and held it in 1 quarter. The position peaked at $24.7K in Q2 2024. 631 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

The Family Firm reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 247 Vanguard Financials ETF shares in Q3 2024, an estimated $24.7K.
The Family Firm first reported a position in Vanguard Financials ETF in Q2 2024 and held it in 1 quarter.
The Family Firm's Vanguard Financials ETF position peaked at $24.7K in Q2 2024.
631 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.