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Colonial River Investments’s Vanguard Financials ETF VFH Stock Holding History

Colonial River Investments’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
2021
Q4 		– Sell
-11,528
Closed -$1.13M – 251
2021
Q3 		$1.13M Buy
+11,528
New +$1.06M 0.79% 55

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Ameriprise
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BCMIO
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Colonial River Investments's VFH Position: Q4 2021 in Review

Colonial River Investments sold out of Vanguard Financials ETF (VFH) in Q4 2021, closing a stake of 11,528 shares — an estimated $1.13M sold.

Colonial River Investments first reported a position in VFH in Q3 2021 and held it in 1 quarter. The position peaked at $1.13M in Q3 2021. 605 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

  • Colonial River Investments reported no remaining Vanguard Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Colonial River Investments sold 11,528 Vanguard Financials ETF shares in Q4 2021, an estimated $1.13M.
  • Colonial River Investments first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 1 quarter.
  • Colonial River Investments's Vanguard Financials ETF position peaked at $1.13M in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Colonial River Investments's 13F filing for Q4 2021, filed 15 Feb 2022.