Align Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Align 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	$53.4K	Buy	+717	New	+$59.2K	0.05%	56

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Align Wealth Management opened a new position in Vanguard Financials ETF (VFH) in Q4 2022: 717 shares worth $53.4K. The stake represents 0.05% of the portfolio and ranks #56 among its holdings.

581 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Align Wealth Management held 717 shares of Vanguard Financials ETF worth $53.4K as of Q4 2022.
Vanguard Financials ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Financials ETF made up 0.05% of Align Wealth Management's portfolio in Q4 2022, its #56 holding.
581 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.