Financial Enhancement Group’s Vanguard Financials ETF VFH Stock Holding History

Financial Enhancement Group’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	–	Sell	-72	Closed	-$6K	–	338
2022 Q2	$6K	Sell	72 -9	-11%	-$760	﹤0.01%	203
2022 Q1	$8K	Sell	81 -55	-40%	-$5.27K	﹤0.01%	199
2021 Q4	$13K	Hold	136	–	–	﹤0.01%	187
2021 Q3	$13K	Sell	136 -18	-12%	-$1.66K	﹤0.01%	186
2021 Q2	$14K	Hold	154	–	–	﹤0.01%	174
2021 Q1	$13K	Sell	154 -77	-33%	-$6.14K	﹤0.01%	171
2020 Q4	$17K	Buy	+231	New	+$15.3K	﹤0.01%	184
2020 Q2	–	Sell	-215	Closed	-$11K	–	308
2020 Q1	$11K	Hold	215	–	–	﹤0.01%	195
2019 Q4	$16K	Hold	215	–	–	﹤0.01%	173
2019 Q3	$15K	Buy	+215	New	+$14.9K	﹤0.01%	184

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Financial Enhancement Group's VFH Position: Q3 2022 in Review

Financial Enhancement Group sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 72 shares — an estimated $6K sold.

Financial Enhancement Group first reported a position in VFH in Q3 2019 and held it in 10 quarters. The position peaked at $17K in Q4 2020. 544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

Financial Enhancement Group reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
Financial Enhancement Group sold 72 Vanguard Financials ETF shares in Q3 2022, an estimated $6K.
Financial Enhancement Group first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 10 quarters.
Financial Enhancement Group's Vanguard Financials ETF position peaked at $17K in Q4 2020.
544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Financial Enhancement Group's 13F filing for Q3 2022, filed 27 Oct 2022.