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Bivin & Associates’s Vanguard Financials ETF VFH Stock Holding History

Bivin & Associates’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 		$21K Hold
270
– – 0.02% 128
2022
Q1 		$25K Hold
270
– – 0.02% 130
2021
Q4 		$26K Buy
+270
New +$26.3K 0.02% 131

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bivin & Associates's VFH Position: Q2 2022 in Review

Bivin & Associates held its Vanguard Financials ETF (VFH) position steady in Q2 2022 at 270 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #128.

Bivin & Associates first reported a position in VFH in Q4 2021 and has held it in 3 quarters since. The position peaked at $26K in Q4 2021. 565 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Bivin & Associates held 270 shares of Vanguard Financials ETF worth $21K as of Q2 2022.
  • Bivin & Associates left its Vanguard Financials ETF share count unchanged in Q2 2022.
  • Vanguard Financials ETF made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #128 holding.
  • Bivin & Associates first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard Financials ETF position peaked at $26K in Q4 2021.
  • 565 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.