Atwood & Palmer’s Vanguard Financials ETF VFH Stock Holding History

Atwood & Palmer’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
2023 Q1	–	Sell	-495	Closed	-$41K	–	392
2022 Q4	$41K	Buy	+495	New	+$40.9K	﹤0.01%	224
2020 Q3	–	Sell	-73	Closed	-$4K	–	347
2020 Q2	$4K	Hold	73	–	–	﹤0.01%	294
2020 Q1	$4K	Hold	73	–	–	﹤0.01%	286
2019 Q4	$6K	Hold	73	–	–	﹤0.01%	265
2019 Q3	$5K	Hold	73	–	–	﹤0.01%	276
2019 Q2	$5K	Hold	73	–	–	﹤0.01%	274
2019 Q1	$5K	Hold	73	–	–	﹤0.01%	291
2018 Q4	$4K	Hold	73	–	–	﹤0.01%	290
2018 Q3	$5K	Buy	+73	New	+$5.16K	﹤0.01%	284

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

RJFSA

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

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

Atwood & Palmer's VFH Position: Q1 2023 in Review

Atwood & Palmer sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 495 shares — an estimated $41K sold.

Atwood & Palmer first reported a position in VFH in Q3 2018 and held it in 9 quarters. The position peaked at $41K in Q4 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Atwood & Palmer reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 495 Vanguard Financials ETF shares in Q1 2023, an estimated $41K.
Atwood & Palmer first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 9 quarters.
Atwood & Palmer's Vanguard Financials ETF position peaked at $41K in Q4 2022.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.