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Triad Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Triad Wealth 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
Q3 		– Sell
-30
Closed -$3K – 889
2024
Q2 		$3K Buy
+30
New +$3K ﹤0.01% 681

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

Triad Wealth Partners's VFH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 30 shares — an estimated $3K sold.

Triad Wealth Partners first reported a position in VFH in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 633 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 30 Vanguard Financials ETF shares in Q3 2024, an estimated $3K.
  • Triad Wealth Partners first reported a position in Vanguard Financials ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Financials ETF position peaked at $3K in Q2 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.