Baron Silver Stevens Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Baron Silver Stevens Financial 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
2022 Q4	–	Sell	-670	Closed	-$931	–	141
2022 Q3	$931	Buy	+670	New	+$54.5K	0.25%	38
2021 Q1	–	Sell	-70	Closed	-$5K	–	450
2020 Q4	$5K	Buy	+70	New	+$4.62K	﹤0.01%	322

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJFSA

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

Baron Silver Stevens Financial Advisors's VFH Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 670 shares — an estimated $931 sold.

Baron Silver Stevens Financial Advisors first reported a position in VFH in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 670 Vanguard Financials ETF shares in Q4 2022, an estimated $931.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's Vanguard Financials ETF position peaked at $5K in Q4 2020.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.