WP
VFH icon

WealthPLAN Partners’s Vanguard Financials ETF VFH Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-652
Closed -$53K – 1141
2023
Q2 		$53K Hold
652
– – 0.01% 494
2023
Q1 		$50.8K Buy
+652
New +$55.2K 0.01% 553

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's VFH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Financials ETF (VFH) in Q3 2023, closing a stake of 652 shares — an estimated $53K sold.

WealthPLAN Partners first reported a position in VFH in Q1 2023 and held it in 2 quarters. The position peaked at $53K in Q2 2023. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vanguard Financials ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 652 Vanguard Financials ETF shares in Q3 2023, an estimated $53K.
  • WealthPLAN Partners first reported a position in Vanguard Financials ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Vanguard Financials ETF position peaked at $53K in Q2 2023.
  • 547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.