Autus Asset Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $899K | Sell |
10,869
-275
| -2% | -$22.7K | 0.16% | 86 |
|
|
2022
Q3 | $830K | Sell |
11,144
-25
| -0.2% | -$2.03K | 0.16% | 88 |
|
|
2022
Q2 | $862K | Buy |
11,169
+907
| +9% | +$76.6K | 0.15% | 85 |
|
|
2022
Q1 | $958K | Buy |
10,262
+88
| +0.9% | +$8.43K | 0.14% | 90 |
|
|
2021
Q4 | $983K | Buy |
10,174
+559
| +6% | +$54.5K | 0.1% | 102 |
|
|
2021
Q3 | $891K | Sell |
9,615
-310
| -3% | -$28.6K | 0.1% | 102 |
|
|
2021
Q2 | $897K | Buy |
9,925
+330
| +3% | +$29.8K | 0.1% | 102 |
|
|
2021
Q1 | $810K | Sell |
9,595
-1,380
| -13% | -$110K | 0.1% | 101 |
|
|
2020
Q4 | $799K | Sell |
10,975
-196
| -2% | -$12.9K | 0.1% | 101 |
|
|
2020
Q3 | $654K | Sell |
11,171
-1,110
| -9% | -$66K | 0.09% | 105 |
|
|
2020
Q2 | $702K | Buy |
12,281
+971
| +9% | +$54K | 0.1% | 101 |
|
|
2020
Q1 | $574K | Sell |
11,310
-493
| -4% | -$33.6K | 0.1% | 101 |
|
|
2019
Q4 | $900K | Buy |
11,803
+455
| +4% | +$33.2K | 0.13% | 95 |
|
|
2019
Q3 | $794K | Buy |
11,348
+555
| +5% | +$38.4K | 0.12% | 96 |
|
|
2019
Q2 | $745K | Buy |
10,793
+50
| +0.5% | +$3.39K | 0.12% | 100 |
|
|
2019
Q1 | $694K | Sell |
10,743
-590
| -5% | -$38.3K | 0.11% | 103 |
|
|
2018
Q4 | $672K | Sell |
11,333
-262
| -2% | -$17K | 0.13% | 96 |
|
|
2018
Q3 | $805K | Buy |
11,595
+1,010
| +10% | +$71.4K | 0.13% | 99 |
|
|
2018
Q2 | $713K | Sell |
10,585
-15
| -0.1% | -$1.05K | 0.12% | 102 |
|
|
2018
Q1 | $737K | Sell |
10,600
-170
| -2% | -$12.3K | 0.13% | 96 |
|
|
2017
Q4 | $754K | Buy |
10,770
+355
| +3% | +$24.1K | 0.14% | 96 |
|
|
2017
Q3 | $681K | Buy |
10,415
+1,355
| +15% | +$85.5K | 0.13% | 98 |
|
|
2017
Q2 | $567K | Buy |
9,060
+515
| +6% | +$31.1K | 0.11% | 112 |
|
|
2017
Q1 | $517K | Sell |
8,545
-240
| -3% | -$14.6K | 0.11% | 119 |
|
|
2016
Q4 | $521K | Buy |
8,785
+565
| +7% | +$30.9K | 0.11% | 114 |
|
|
2016
Q3 | $406K | Buy |
8,220
+520
| +7% | +$25.6K | 0.09% | 122 |
|
|
2016
Q2 | $365K | Buy |
7,700
+785
| +11% | +$37.3K | 0.08% | 128 |
|
|
2016
Q1 | $321K | Buy |
6,915
+250
| +4% | +$11.1K | 0.08% | 129 |
|
|
2015
Q4 | $323K | Buy |
6,665
+10
| +0.2% | +$489 | 0.08% | 137 |
|
|
2015
Q3 | $308K | Sell |
6,655
-880
| -12% | -$43.2K | 0.09% | 105 |
|
|
2015
Q2 | $374K | Buy |
7,535
+745
| +11% | +$37.3K | 0.1% | 104 |
|
|
2015
Q1 | $335K | Buy |
6,790
+1,215
| +22% | +$59.5K | 0.09% | 107 |
|
|
2014
Q4 | $277K | Buy |
5,575
+395
| +8% | +$19K | 0.09% | 105 |
|
|
2014
Q3 | $241K | Buy |
5,180
+710
| +16% | +$33.1K | 0.08% | 112 |
|
|
2014
Q2 | $207K | Buy |
+4,470
| New | +$202K | 0.07% | 116 |
|
Other funds holding VFH
AWA
RJFSA
Autus Asset Management's VFH Position: Q4 2022 in Review
Autus Asset Management reduced its Vanguard Financials ETF (VFH) stake by 2.5% in Q4 2022, selling an estimated $22.7K and leaving 10,869 shares worth $899K. The position accounts for 0.16% of the portfolio, ranked #86.
Autus Asset Management first reported a position in VFH in Q2 2014 and has held it in 35 quarters since. The position peaked at $983K in Q4 2021. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.
- Autus Asset Management held 10,869 shares of Vanguard Financials ETF worth $899K as of Q4 2022.
- Autus Asset Management sold 275 Vanguard Financials ETF shares in Q4 2022, an estimated $22.7K.
- Vanguard Financials ETF made up 0.16% of Autus Asset Management's portfolio in Q4 2022, its #86 holding.
- Autus Asset Management first reported a position in Vanguard Financials ETF in Q2 2014 and has held it in 35 quarters since.
- Autus Asset Management's Vanguard Financials ETF position peaked at $983K in Q4 2021.
- 579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.
Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.