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

Atlas Private 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 Q2	–	Sell	-13,615	Closed	-$1.27M	–	126
2022 Q1	$1.27M	Buy	13,615 +132	+1%	+$12.6K	0.74%	41
2021 Q4	$1.3M	Buy	13,483 +273	+2%	+$26.6K	0.73%	42
2021 Q3	$1.22M	Buy	13,210 +828	+7%	+$76.4K	0.75%	44
2021 Q2	$1.12M	Buy	12,382 +7,164	+137%	+$647K	0.69%	47
2021 Q1	$441K	Buy	+5,218	New	+$416K	0.28%	89

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

Atlas Private Wealth Management's VFH Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 13,615 shares — an estimated $1.27M sold.

Atlas Private Wealth Management first reported a position in VFH in Q1 2021 and held it in 5 quarters. The position peaked at $1.3M in Q4 2021. 565 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Atlas Private Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 13,615 Vanguard Financials ETF shares in Q2 2022, an estimated $1.27M.
Atlas Private Wealth Management first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 5 quarters.
Atlas Private Wealth Management's Vanguard Financials ETF position peaked at $1.3M in Q4 2021.
565 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.