Alpha Cubed Investments’s Vanguard Financials ETF VFH Stock Holding History

Alpha Cubed Investments’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 Q2	–	Sell	-3,990	Closed	-$373K	–	351
2022 Q1	$373K	Sell	3,990 -475	-11%	-$45.5K	0.02%	225
2021 Q4	$431K	Buy	4,465 +2,170	+95%	+$211K	0.03%	190
2021 Q3	$213K	Hold	2,295	–	–	0.02%	242
2021 Q2	$208K	Buy	+2,295	New	+$207K	0.02%	250
2018 Q4	–	Sell	-7,864	Closed	-$523K	–	313
2018 Q3	$523K	Sell	7,864 -72	-0.9%	-$5.09K	0.06%	153
2018 Q2	$535K	Buy	7,936 +630	+9%	+$44K	0.07%	119
2018 Q1	$508K	Buy	7,306 +105	+1%	+$7.57K	0.07%	125
2017 Q4	$504K	Buy	7,201 +375	+5%	+$25.4K	0.07%	136
2017 Q3	$446K	Buy	6,826 +816	+14%	+$51.5K	0.07%	140
2017 Q2	$376K	Buy	6,010 +250	+4%	+$15.1K	0.06%	142
2017 Q1	$348K	Buy	+5,760	New	+$351K	0.07%	140

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

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

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

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Alpha Cubed Investments's VFH Position: Q2 2022 in Review

Alpha Cubed Investments sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 3,990 shares — an estimated $373K sold.

Alpha Cubed Investments first reported a position in VFH in Q1 2017 and held it in 11 quarters. The position peaked at $535K in Q2 2018. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Alpha Cubed Investments reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Alpha Cubed Investments sold 3,990 Vanguard Financials ETF shares in Q2 2022, an estimated $373K.
Alpha Cubed Investments first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 11 quarters.
Alpha Cubed Investments's Vanguard Financials ETF position peaked at $535K in Q2 2018.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Alpha Cubed Investments's 13F filing for Q2 2022, filed 22 Jul 2022.