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Clear Perspectives Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

Clear Perspectives Financial 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
2022
Q4 		– Sell
-250
Closed -$19K – 263
2022
Q3 		$19K Hold
250
– – 0.01% 126
2022
Q2 		$19K Sell
250
-150
-38% -$12.7K 0.01% 135
2022
Q1 		$37K Hold
400
– – 0.01% 110
2021
Q4 		$39K Hold
400
– – 0.02% 117
2021
Q3 		$37K Buy
+400
New +$36.9K 0.02% 114

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Perspectives Financial Planning's VFH Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 250 shares — an estimated $19K sold.

Clear Perspectives Financial Planning first reported a position in VFH in Q3 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 581 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 250 Vanguard Financials ETF shares in Q4 2022, an estimated $19K.
  • Clear Perspectives Financial Planning first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 5 quarters.
  • Clear Perspectives Financial Planning's Vanguard Financials ETF position peaked at $39K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.