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

Endurance 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
2023 Q2	$104K	Hold	1,285	–	–	0.01%	266
2023 Q1	$100K	Hold	1,285	–	–	0.01%	276
2022 Q4	$106K	Buy	+1,285	New	+$106K	0.02%	246

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Endurance Wealth Management's VFH Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2023 at 1,285 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #266.

Endurance Wealth Management first reported a position in VFH in Q4 2022 and has held it in 3 quarters since. The position peaked at $106K in Q4 2022. 533 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

Endurance Wealth Management held 1,285 shares of Vanguard Financials ETF worth $104K as of Q2 2023.
Endurance Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2023.
Vanguard Financials ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #266 holding.
Endurance Wealth Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 3 quarters since.
Endurance Wealth Management's Vanguard Financials ETF position peaked at $106K in Q4 2022.
533 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.