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BDO Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

BDO Wealth 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
2023
Q2 		$205K Sell
2,520
-1,112
-31% -$87.3K 0.02% 261
2023
Q1 		$283K Sell
3,632
-293
-7% -$24.8K 0.03% 213
2022
Q4 		$325K Sell
3,925
-140
-3% -$11.6K 0.04% 214
2022
Q3 		$303K Buy
4,065
+2,285
+128% +$186K 0.04% 211
2022
Q2 		$137K Hold
1,780
– – 0.02% 294
2022
Q1 		$166K Sell
1,780
-19
-1% -$1.82K 0.02% 287
2021
Q4 		$174K Buy
1,799
+42
+2% +$4.09K 0.02% 296
2021
Q3 		$163K Sell
1,757
-723
-29% -$66.7K 0.02% 309
2021
Q2 		$224K Sell
2,480
-175
-7% -$15.8K 0.02% 276
2021
Q1 		$224K Sell
2,655
-50
-2% -$3.99K 0.03% 273
2020
Q4 		$197K Sell
2,705
-255
-9% -$16.8K 0.03% 234
2020
Q3 		$173K Buy
2,960
+220
+8% +$13.1K 0.03% 233
2020
Q2 		$157K Sell
2,740
-526
-16% -$29.2K 0.03% 241
2020
Q1 		$166K Sell
3,266
-1,044
-24% -$71.1K 0.03% 220
2019
Q4 		$329K Buy
4,310
+1,305
+43% +$95.2K 0.08% 141
2019
Q3 		$210K Sell
3,005
-75
-2% -$5.18K 0.05% 190
2019
Q2 		$213K Buy
3,080
+140
+5% +$9.5K 0.06% 188
2019
Q1 		$190K Sell
2,940
-1,175
-29% -$76.2K 0.06% 174
2018
Q4 		$244K Sell
4,115
-250
-6% -$16.2K 0.08% 133
2018
Q3 		$303K Hold
4,365
– – 0.1% 121
2018
Q2 		$294K Sell
4,365
-175
-4% -$12.2K 0.1% 125
2018
Q1 		$315K Buy
4,540
+700
+18% +$50.5K 0.12% 106
2017
Q4 		$269K Buy
3,840
+300
+8% +$20.3K 0.12% 97
2017
Q3 		$231K Sell
3,540
-275
-7% -$17.3K 0.11% 96
2017
Q2 		$239K Buy
+3,815
New +$230K 0.1% 118

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

BDO Wealth Advisors's VFH Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Financials ETF (VFH) stake by 31% in Q2 2023, selling an estimated $87.3K and leaving 2,520 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #261.

BDO Wealth Advisors first reported a position in VFH in Q2 2017 and has held it in 25 quarters since. The position peaked at $329K in Q4 2019. 532 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

  • BDO Wealth Advisors held 2,520 shares of Vanguard Financials ETF worth $205K as of Q2 2023.
  • BDO Wealth Advisors sold 1,112 Vanguard Financials ETF shares in Q2 2023, an estimated $87.3K.
  • Vanguard Financials ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #261 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Vanguard Financials ETF position peaked at $329K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.