AWM
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Aevitas Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$1.89M Buy
22,856
+93
+0.4% +$7.68K 1.12% 25
2022
Q3 		$1.69M Sell
22,763
-2,055
-8% -$167K 1.27% 23
2022
Q2 		$1.92M Sell
24,818
-199
-0.8% -$16.8K 1.3% 22
2022
Q1 		$2.34M Sell
25,017
-79
-0.3% -$7.57K 1.43% 18
2021
Q4 		$2.42M Buy
25,096
+127
+0.5% +$12.4K 1.44% 16
2021
Q3 		$2.31M Hold
24,969
– – 1.48% 17
2021
Q2 		$2.26M Buy
24,969
+874
+4% +$79K 1.44% 17
2021
Q1 		$2.04M Buy
24,095
+843
+4% +$67.2K 1.42% 16
2020
Q4 		$1.69M Buy
23,252
+6,660
+40% +$440K 1.24% 23
2020
Q3 		$971K Sell
16,592
-401
-2% -$23.8K 0.8% 36
2020
Q2 		$972K Sell
16,993
-2,634
-13% -$146K 0.9% 30
2020
Q1 		$995K Sell
19,627
-2,829
-13% -$193K 1.11% 25
2019
Q4 		$1.71M Sell
22,456
-3,361
-13% -$245K 1.61% 18
2019
Q3 		$1.81M Sell
25,817
-391
-1% -$27K 1.81% 14
2019
Q2 		$1.81M Sell
26,208
-23,759
-48% -$1.61M 1.82% 12
2019
Q1 		$3.22M Buy
49,967
+525
+1% +$34K 2.87% 7
2018
Q4 		$2.94M Buy
49,442
+730
+1% +$47.4K 3% 7
2018
Q3 		$3.38M Sell
48,712
-1,282
-3% -$90.6K 3.06% 5
2018
Q2 		$3.37M Sell
49,994
-1,553
-3% -$108K 3.28% 4
2018
Q1 		$3.58M Buy
51,547
+422
+0.8% +$30.4K 3.58% 2
2017
Q4 		$3.58M Buy
+51,125
New +$3.46M 3.4% 2

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aevitas Wealth Management's VFH Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.41% in Q4 2022, buying an estimated $7.68K and bringing the position to 22,856 shares worth $1.89M. The position accounts for 1.12% of the portfolio, ranked #25.

Aevitas Wealth Management first reported a position in VFH in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.58M in Q1 2018. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

  • Aevitas Wealth Management held 22,856 shares of Vanguard Financials ETF worth $1.89M as of Q4 2022.
  • Aevitas Wealth Management bought 93 Vanguard Financials ETF shares in Q4 2022, an estimated $7.68K.
  • Vanguard Financials ETF made up 1.12% of Aevitas Wealth Management's portfolio in Q4 2022, its #25 holding.
  • Aevitas Wealth Management first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Vanguard Financials ETF position peaked at $3.58M in Q1 2018.
  • 579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.