American Portfolios Advisors’s Vanguard Financials ETF VFH Stock Holding History

American Portfolios 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
2022 Q3	$3.29M	Buy	44,137 +2,117	+5%	+$172K	0.14%	152
2022 Q2	$3.24M	Sell	42,020 -4,098	-9%	-$346K	0.13%	161
2022 Q1	$4.31M	Buy	46,118 +26,706	+138%	+$2.56M	0.15%	135
2021 Q4	$1.87M	Buy	19,412 +4,932	+34%	+$481K	0.06%	296
2021 Q3	$1.34M	Sell	14,480 -11,257	-44%	-$1.04M	0.05%	356
2021 Q2	$2.33M	Buy	25,737 +7,003	+37%	+$633K	0.09%	226
2021 Q1	$1.58M	Buy	18,734 +4,290	+30%	+$342K	0.07%	283
2020 Q4	$1.05M	Sell	14,444 -3,800	-21%	-$251K	0.05%	326
2020 Q3	$1.07M	Buy	18,244 +549	+3%	+$32.6K	0.06%	280
2020 Q2	$1.01M	Buy	17,695 +3,182	+22%	+$177K	0.07%	276
2020 Q1	$736K	Buy	14,513 +738	+5%	+$50.3K	0.06%	276
2019 Q4	$1.05M	Buy	13,775 +166	+1%	+$12.1K	0.07%	254
2019 Q3	$953K	Buy	13,609 +100	+0.7%	+$6.91K	0.08%	248
2019 Q2	$932K	Buy	13,509 +2,403	+22%	+$163K	0.08%	252
2019 Q1	$717K	Buy	11,106 +10,342	+1,354%	+$671K	0.07%	272
2018 Q4	$45.4K	Sell	764 -3,490	-82%	-$226K	0.01%	1055
2018 Q3	$295K	Buy	4,254 +475	+13%	+$33.6K	0.03%	460
2018 Q2	$255K	Sell	3,779 -56	-1%	-$3.91K	0.03%	454
2018 Q1	$266K	Sell	3,835 -2,440	-39%	-$176K	0.04%	411
2017 Q4	$439K	Buy	+6,275	New	+$425K	0.07%	288

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

RJFSA

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

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

American Portfolios Advisors's VFH Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Financials ETF (VFH) stake by 5% in Q3 2022, buying an estimated $172K and bringing the position to 44,137 shares worth $3.29M. The position accounts for 0.14% of the portfolio, ranked #152.

American Portfolios Advisors first reported a position in VFH in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.31M in Q1 2022. 545 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

American Portfolios Advisors held 44,137 shares of Vanguard Financials ETF worth $3.29M as of Q3 2022.
American Portfolios Advisors bought 2,117 Vanguard Financials ETF shares in Q3 2022, an estimated $172K.
Vanguard Financials ETF made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #152 holding.
American Portfolios Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard Financials ETF position peaked at $4.31M in Q1 2022.
545 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.