DWM
VFH icon

Doyle Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Doyle Wealth Management’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
Q3 		$720K Hold
9,677
– – 0.06% 114
2022
Q2 		$747K Buy
9,677
+36
+0.4% +$3.04K 0.06% 117
2022
Q1 		$900K Buy
9,641
+7
+0.1% +$670 0.06% 119
2021
Q4 		$930K Buy
9,634
+392
+4% +$38.2K 0.07% 117
2021
Q3 		$856K Sell
9,242
-973
-10% -$89.8K 0.07% 117
2021
Q2 		$924K Sell
10,215
-19
-0.2% -$1.72K 0.08% 115
2021
Q1 		$865K Buy
10,234
+20
+0.2% +$1.59K 0.08% 113
2020
Q4 		$744K Sell
10,214
-357
-3% -$23.6K 0.08% 112
2020
Q3 		$618K Buy
10,571
+1,995
+23% +$119K 0.07% 111
2020
Q2 		$491K Sell
8,576
-1,206
-12% -$67K 0.06% 117
2020
Q1 		$496K Buy
9,782
+91
+0.9% +$6.2K 0.08% 105
2019
Q4 		$739K Buy
9,691
+34
+0.4% +$2.48K 0.09% 97
2019
Q3 		$676K Sell
9,657
-654
-6% -$45.2K 0.09% 99
2019
Q2 		$712K Buy
10,311
+19
+0.2% +$1.29K 0.1% 91
2019
Q1 		$709K Buy
10,292
+1,310
+15% +$85K 0.1% 90
2018
Q4 		$533K Buy
8,982
+1,609
+22% +$104K 0.09% 95
2018
Q3 		$511K Buy
7,373
+54
+0.7% +$3.82K 0.08% 107
2018
Q2 		$494K Hold
7,319
– – 0.08% 109
2018
Q1 		$508K Buy
7,319
+215
+3% +$15.5K 0.09% 99
2017
Q4 		$498K Buy
7,104
+139
+2% +$9.42K 0.08% 99
2017
Q3 		$455K Buy
6,965
+46
+0.7% +$2.9K 0.08% 97
2017
Q2 		$433K Sell
6,919
-18
-0.3% -$1.09K 0.08% 96
2017
Q1 		$419K Buy
+6,937
New +$423K 0.09% 90

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Doyle Wealth Management's VFH Position: Q3 2022 in Review

Doyle Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q3 2022 at 9,677 shares worth $720K. The position accounts for 0.06% of the portfolio, ranked #114.

Doyle Wealth Management first reported a position in VFH in Q1 2017 and has held it in 23 quarters since. The position peaked at $930K in Q4 2021. 544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

  • Doyle Wealth Management held 9,677 shares of Vanguard Financials ETF worth $720K as of Q3 2022.
  • Doyle Wealth Management left its Vanguard Financials ETF share count unchanged in Q3 2022.
  • Vanguard Financials ETF made up 0.06% of Doyle Wealth Management's portfolio in Q3 2022, its #114 holding.
  • Doyle Wealth Management first reported a position in Vanguard Financials ETF in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Vanguard Financials ETF position peaked at $930K in Q4 2021.
  • 544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.