Edge Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-465
| Closed | -$45K | – | 443 |
|
|
2021
Q4 | $45K | Hold |
465
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $43K | Hold |
465
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $42K | Hold |
465
| – | – | 0.01% | 201 |
|
|
2021
Q1 | $39K | Hold |
465
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $34K | Hold |
465
| – | – | 0.01% | 207 |
|
|
2020
Q3 | $27K | Hold |
465
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $27K | Hold |
465
| – | – | 0.01% | 325 |
|
|
2020
Q1 | $24K | Hold |
465
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $35K | Hold |
465
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $32K | Hold |
465
| – | – | 0.01% | 293 |
|
|
2019
Q2 | $32K | Hold |
465
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $30K | Hold |
465
| – | – | 0.01% | 288 |
|
|
2018
Q4 | $28K | Hold |
465
| – | – | 0.01% | 296 |
|
|
2018
Q3 | $32K | Hold |
465
| – | – | 0.01% | 308 |
|
|
2018
Q2 | $31K | Hold |
465
| – | – | 0.01% | 300 |
|
|
2018
Q1 | $32K | Hold |
465
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $32K | Hold |
465
| – | – | 0.01% | 266 |
|
|
2017
Q3 | $30K | Hold |
465
| – | – | 0.01% | 266 |
|
|
2017
Q2 | $29K | Hold |
465
| – | – | 0.01% | 261 |
|
|
2017
Q1 | $28K | Hold |
465
| – | – | 0.01% | 260 |
|
|
2016
Q4 | $28K | Hold |
465
| – | – | 0.01% | 236 |
|
|
2016
Q3 | $23K | Hold |
465
| – | – | 0.01% | 261 |
|
|
2016
Q2 | $22K | Hold |
465
| – | – | 0.01% | 246 |
|
|
2016
Q1 | $22K | Hold |
465
| – | – | 0.01% | 226 |
|
|
2015
Q4 | $23K | Hold |
465
| – | – | 0.01% | 231 |
|
|
2015
Q3 | $21K | Hold |
465
| – | – | 0.01% | 235 |
|
|
2015
Q2 | $23K | Hold |
465
| – | – | 0.01% | 243 |
|
|
2015
Q1 | $23K | Hold |
465
| – | – | 0.01% | 243 |
|
|
2014
Q4 | $23K | Hold |
465
| – | – | 0.01% | 246 |
|
|
2014
Q3 | $22K | Hold |
465
| – | – | 0.01% | 251 |
|
|
2014
Q2 | $22K | Hold |
465
| – | – | 0.01% | 241 |
|
|
2014
Q1 | $21K | Hold |
465
| – | – | 0.01% | 236 |
|
|
2013
Q4 | $21K | Hold |
465
| – | – | 0.01% | 220 |
|
|
2013
Q3 | $19K | Hold |
465
| – | – | 0.01% | 203 |
|
|
2013
Q2 | $19K | Buy |
+465
| New | +$18.4K | 0.01% | 191 |
|
Other funds holding VFH
BCMIO
Edge Wealth Management's VFH Position: Q1 2022 in Review
Edge Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 465 shares — an estimated $45K sold.
Edge Wealth Management first reported a position in VFH in Q2 2013 and held it in 35 quarters. The position peaked at $45K in Q4 2021. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.
- Edge Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 465 Vanguard Financials ETF shares in Q1 2022, an estimated $45K.
- Edge Wealth Management first reported a position in Vanguard Financials ETF in Q2 2013 and held it in 35 quarters.
- Edge Wealth Management's Vanguard Financials ETF position peaked at $45K in Q4 2021.
- 604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.