Bedel Financial Consulting’s Vanguard Financials ETF VFH Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,300	Closed	-$121K	–	878
2022 Q1	$121K	Hold	1,300	–	–	0.04%	243
2021 Q4	$126K	Hold	1,300	–	–	0.04%	245
2021 Q3	$120K	Hold	1,300	–	–	0.04%	239
2021 Q2	$118K	Hold	1,300	–	–	0.04%	243
2021 Q1	$110K	Buy	+1,300	New	+$104K	0.04%	246
2020 Q4	–	Sell	-134	Closed	-$8K	–	879
2020 Q3	$8K	Hold	134	–	–	﹤0.01%	553
2020 Q2	$8K	Hold	134	–	–	﹤0.01%	529
2020 Q1	$7K	Hold	134	–	–	﹤0.01%	541
2019 Q4	$10K	Hold	134	–	–	0.01%	515
2019 Q3	$9K	Hold	134	–	–	0.01%	508
2019 Q2	$9K	Hold	134	–	–	0.01%	513
2019 Q1	$9K	Hold	134	–	–	0.01%	514
2018 Q4	$8K	Hold	134	–	–	0.01%	499
2018 Q3	$8K	Buy	+134	New	+$9.47K	0.01%	512

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

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

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

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 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

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

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

Bedel Financial Consulting's VFH Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 1,300 shares — an estimated $121K sold.

Bedel Financial Consulting first reported a position in VFH in Q3 2018 and held it in 14 quarters. The position peaked at $126K in Q4 2021. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Bedel Financial Consulting reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,300 Vanguard Financials ETF shares in Q2 2022, an estimated $121K.
Bedel Financial Consulting first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 14 quarters.
Bedel Financial Consulting's Vanguard Financials ETF position peaked at $126K in Q4 2021.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.