Caliber Wealth Management (Utah)’s Vanguard Financials ETF VFH Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	–	Sell	-20,902	Closed	-$1.73M	–	87
2022 Q4	$1.73M	Sell	20,902 -10,817	-34%	-$894K	1.32%	29
2022 Q3	$2.36M	Buy	31,719 +2,011	+7%	+$164K	1.86%	17
2022 Q2	$2.29M	Buy	29,708 +3,009	+11%	+$254K	1.78%	18
2022 Q1	$2.49M	Buy	26,699 +6,553	+33%	+$628K	1.59%	25
2021 Q4	$2.02M	Buy	20,146 +8,618	+75%	+$840K	1.4%	36
2021 Q3	$1.13M	Buy	11,528 +378	+3%	+$34.9K	0.79%	55
2021 Q2	$1.01M	Buy	+11,150	New	+$1.01M	0.71%	56

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

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

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

RJFSA

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

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

Caliber Wealth Management (Utah)'s VFH Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 20,902 shares — an estimated $1.73M sold.

Caliber Wealth Management (Utah) first reported a position in VFH in Q2 2021 and held it in 7 quarters. The position peaked at $2.49M in Q1 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 20,902 Vanguard Financials ETF shares in Q1 2023, an estimated $1.73M.
Caliber Wealth Management (Utah) first reported a position in Vanguard Financials ETF in Q2 2021 and held it in 7 quarters.
Caliber Wealth Management (Utah)'s Vanguard Financials ETF position peaked at $2.49M in Q1 2022.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.