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FourThought Financial’s Vanguard Financials ETF VFH Stock Holding History

FourThought Financial’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 		$10K Hold
139
– – ﹤0.01% 1044
2022
Q2 		$11K Buy
+139
New +$11.7K ﹤0.01% 1010

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

FourThought Financial's VFH Position: Q3 2022 in Review

FourThought Financial held its Vanguard Financials ETF (VFH) position steady in Q3 2022 at 139 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

FourThought Financial first reported a position in VFH in Q2 2022 and has held it in 2 quarters since. The position peaked at $11K in Q2 2022. 545 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

  • FourThought Financial held 139 shares of Vanguard Financials ETF worth $10K as of Q3 2022.
  • FourThought Financial left its Vanguard Financials ETF share count unchanged in Q3 2022.
  • Vanguard Financials ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1044 holding.
  • FourThought Financial first reported a position in Vanguard Financials ETF in Q2 2022 and has held it in 2 quarters since.
  • FourThought Financial's Vanguard Financials ETF position peaked at $11K in Q2 2022.
  • 545 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.