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Bernardo Wealth Planning’s Vanguard Financials ETF VFH Stock Holding History

Bernardo Wealth Planning’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
Q4 		– Sell
-2,747
Closed -$221K – 93
2023
Q3 		$221K Hold
2,747
– – 0.09% 77
2023
Q2 		$223K Hold
2,747
– – 0.09% 79
2023
Q1 		$214K Hold
2,747
– – 0.09% 82
2022
Q4 		$227K Buy
+2,747
New +$227K 0.11% 79

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bernardo Wealth Planning's VFH Position: Q4 2023 in Review

Bernardo Wealth Planning sold out of Vanguard Financials ETF (VFH) in Q4 2023, closing a stake of 2,747 shares — an estimated $221K sold.

Bernardo Wealth Planning first reported a position in VFH in Q4 2022 and held it in 4 quarters. The position peaked at $227K in Q4 2022. 592 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

  • Bernardo Wealth Planning reported no remaining Vanguard Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,747 Vanguard Financials ETF shares in Q4 2023, an estimated $221K.
  • Bernardo Wealth Planning first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 4 quarters.
  • Bernardo Wealth Planning's Vanguard Financials ETF position peaked at $227K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on Bernardo Wealth Planning's 13F filing for Q4 2023, filed 25 Jan 2024.