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

Greystone Financial 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 Q4	–	Sell	-10,234	Closed	-$762K	–	79
2022 Q3	$762K	Sell	10,234 -1,350	-12%	-$110K	0.26%	49
2022 Q2	$894K	Buy	11,584 +2,296	+25%	+$194K	0.28%	53
2022 Q1	$867K	Sell	9,288 -5,834	-39%	-$559K	0.22%	74
2021 Q4	$1.46M	Buy	15,122 +4,841	+47%	+$472K	0.35%	56
2021 Q3	$953K	Sell	10,281 -2,897	-22%	-$267K	0.28%	64
2021 Q2	$1.19M	Buy	+13,178	New	+$1.19M	0.3%	65

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greystone Financial Group's VFH Position: Q4 2022 in Review

Greystone Financial Group sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 10,234 shares — an estimated $762K sold.

Greystone Financial Group first reported a position in VFH in Q2 2021 and held it in 6 quarters. The position peaked at $1.46M in Q4 2021. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Greystone Financial Group reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Greystone Financial Group sold 10,234 Vanguard Financials ETF shares in Q4 2022, an estimated $762K.
Greystone Financial Group first reported a position in Vanguard Financials ETF in Q2 2021 and held it in 6 quarters.
Greystone Financial Group's Vanguard Financials ETF position peaked at $1.46M in Q4 2021.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Greystone Financial Group's 13F filing for Q4 2022, filed 23 Jan 2023.