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Fortis Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Fortis Capital Advisors’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 		– Sell
-463
Closed -$36.1K – 608
2023
Q1 		$36.1K Buy
+463
New +$39.2K 0.02% 330

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Fortis Capital Advisors's VFH Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2023, closing a stake of 463 shares — an estimated $36.1K sold.

Fortis Capital Advisors first reported a position in VFH in Q1 2023 and held it in 1 quarter. The position peaked at $36.1K in Q1 2023. 532 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Vanguard Financials ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 463 Vanguard Financials ETF shares in Q2 2023, an estimated $36.1K.
  • Fortis Capital Advisors first reported a position in Vanguard Financials ETF in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Vanguard Financials ETF position peaked at $36.1K in Q1 2023.
  • 532 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.