Cordasco Financial Network’s Vanguard Financials ETF VFH Stock Holding History

Cordasco Financial Network’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	–	Sell	-166	Closed	-$16K	–	605
2022 Q1	$16K	Hold	166	–	–	0.01%	313
2021 Q4	$16K	Hold	166	–	–	0.01%	312
2021 Q3	$15K	Hold	166	–	–	0.01%	327
2021 Q2	$15K	Hold	166	–	–	0.01%	334
2021 Q1	$14K	Hold	166	–	–	0.01%	334
2020 Q4	$12K	Hold	166	–	–	0.01%	304
2020 Q3	$10K	Hold	166	–	–	0.01%	316
2020 Q2	$9K	Hold	166	–	–	0.01%	299
2020 Q1	$8K	Hold	166	–	–	0.01%	285
2019 Q4	$13K	Hold	166	–	–	0.01%	253
2019 Q3	$12K	Hold	166	–	–	0.01%	272
2019 Q2	$11K	Hold	166	–	–	0.01%	277
2019 Q1	$11K	Buy	+166	New	+$10.8K	0.01%	297

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Cordasco Financial Network's VFH Position: Q2 2022 in Review

Cordasco Financial Network sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 166 shares — an estimated $16K sold.

Cordasco Financial Network first reported a position in VFH in Q1 2019 and held it in 13 quarters. The position peaked at $16K in Q1 2022. 565 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Cordasco Financial Network reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Cordasco Financial Network sold 166 Vanguard Financials ETF shares in Q2 2022, an estimated $16K.
Cordasco Financial Network first reported a position in Vanguard Financials ETF in Q1 2019 and held it in 13 quarters.
Cordasco Financial Network's Vanguard Financials ETF position peaked at $16K in Q1 2022.
565 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.