Woodmont Investment Counsel’s Vanguard Financials ETF VFH Stock Holding History

Woodmont Investment Counsel’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	-1,034	Closed	-$106K	–	359
2024 Q1	$106K	Buy	+1,034	New	+$99.2K	0.01%	272
2016 Q4	–	Sell	-800	Closed	-$39K	–	595
2016 Q3	$39K	Buy	+800	New	+$39.4K	0.01%	289
2016 Q2	–	Sell	-800	Closed	-$37K	–	438
2016 Q1	$37K	Hold	800	–	–	0.01%	288
2015 Q4	$39K	Hold	800	–	–	0.01%	287
2015 Q3	$37K	Hold	800	–	–	0.01%	288
2015 Q2	$40K	Buy	+800	New	+$40K	0.01%	278

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Woodmont Investment Counsel's VFH Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 1,034 shares — an estimated $106K sold.

Woodmont Investment Counsel first reported a position in VFH in Q2 2015 and held it in 6 quarters. The position peaked at $106K in Q1 2024. 617 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

Woodmont Investment Counsel reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 1,034 Vanguard Financials ETF shares in Q2 2024, an estimated $106K.
Woodmont Investment Counsel first reported a position in Vanguard Financials ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's Vanguard Financials ETF position peaked at $106K in Q1 2024.
617 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.