Atlas Private Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Atlas Private Wealth 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 Q4	–	Sell	-779	Closed	-$72K	–	672
2021 Q3	$72K	Hold	779	–	–	0.04%	203
2021 Q2	$70K	Sell	779 -68	-8%	-$6.14K	0.04%	199
2021 Q1	$72K	Sell	847 -192	-18%	-$15.3K	0.04%	197
2020 Q4	$76K	Buy	1,039 +20	+2%	+$1.32K	0.05%	180
2020 Q3	$60K	Buy	1,019 +2	+0.2%	+$119	0.05%	186
2020 Q2	$58K	Buy	+1,017	New	+$56.5K	0.05%	188

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

Atlas Private Wealth Advisors's VFH Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2021, closing a stake of 779 shares — an estimated $72K sold.

Atlas Private Wealth Advisors first reported a position in VFH in Q2 2020 and held it in 6 quarters. The position peaked at $76K in Q4 2020. 605 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 779 Vanguard Financials ETF shares in Q4 2021, an estimated $72K.
Atlas Private Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Financials ETF position peaked at $76K in Q4 2020.
605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.