Tidal Investments’s Vanguard Financials ETF VFH Stock Holding History

Tidal Investments’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 Q2	–	Sell	-19,369	Closed	-$1.98M	–	1932
2024 Q1	$1.98M	Buy	19,369 +972	+5%	+$93.3K	0.03%	531
2023 Q4	$1.7M	Buy	18,397 +10,337	+128%	+$869K	0.04%	415
2023 Q3	$647K	Buy	+8,060	New	+$674K	0.02%	721

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidal Investments's VFH Position: Q2 2024 in Review

Tidal Investments sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 19,369 shares — an estimated $1.98M sold.

Tidal Investments first reported a position in VFH in Q3 2023 and held it in 3 quarters. The position peaked at $1.98M in Q1 2024. 618 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

Tidal Investments reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
Tidal Investments sold 19,369 Vanguard Financials ETF shares in Q2 2024, an estimated $1.98M.
Tidal Investments first reported a position in Vanguard Financials ETF in Q3 2023 and held it in 3 quarters.
Tidal Investments's Vanguard Financials ETF position peaked at $1.98M in Q1 2024.
618 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on Tidal Investments's 13F filing for Q2 2024, filed 14 Aug 2024.