Ballast Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
Other funds holding VFH
VMPIC
BCMIO
RJFSA
Ballast Advisors's VFH Position: Q3 2023 in Review
Ballast Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2023, closing a stake of 360 shares — an estimated $29.2K sold.
Ballast Advisors first reported a position in VFH in Q4 2019 and held it in 15 quarters. The position peaked at $155K in Q4 2021. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.
- Ballast Advisors reported no remaining Vanguard Financials ETF position as of Q3 2023 after selling out during the quarter.
- Ballast Advisors sold 360 Vanguard Financials ETF shares in Q3 2023, an estimated $29.2K.
- Ballast Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 15 quarters.
- Ballast Advisors's Vanguard Financials ETF position peaked at $155K in Q4 2021.
- 547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.
Based on Ballast Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.