1834 Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

1834 Investment Advisors’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
2021 Q3	–	Sell	-45	Closed	-$4K	–	521
2021 Q2	$4K	Hold	45	–	–	﹤0.01%	468
2021 Q1	$4K	Hold	45	–	–	﹤0.01%	439
2020 Q4	$3K	Hold	45	–	–	﹤0.01%	431
2020 Q3	$3K	Buy	+45	New	+$2.68K	﹤0.01%	402
2019 Q4	–	Sell	-204	Closed	-$14K	–	490
2019 Q3	$14K	Hold	204	–	–	﹤0.01%	354
2019 Q2	$14K	Buy	+204	New	+$13.8K	﹤0.01%	351

Other funds holding VFH

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1834 Investment Advisors's VFH Position: Q3 2021 in Review

1834 Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2021, closing a stake of 45 shares — an estimated $4K sold.

1834 Investment Advisors first reported a position in VFH in Q2 2019 and held it in 6 quarters. The position peaked at $14K in Q3 2019. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

1834 Investment Advisors reported no remaining Vanguard Financials ETF position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 45 Vanguard Financials ETF shares in Q3 2021, an estimated $4K.
1834 Investment Advisors first reported a position in Vanguard Financials ETF in Q2 2019 and held it in 6 quarters.
1834 Investment Advisors's Vanguard Financials ETF position peaked at $14K in Q3 2019.
531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.