Halpern Financial’s Vanguard Financials ETF VFH Stock Holding History

Halpern 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 Q2	–	Sell	-259	Closed	-$24.2K	–	348
2022 Q1	$24.2K	Buy	259 +101	+64%	+$9.67K	0.01%	128
2021 Q4	$15.3K	Hold	158	–	–	0.01%	158
2021 Q3	$14.6K	Hold	158	–	–	0.01%	145
2021 Q2	$14.3K	Buy	+158	New	+$14.3K	0.01%	128

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

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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Halpern Financial's VFH Position: Q2 2022 in Review

Halpern Financial sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 259 shares — an estimated $24.2K sold.

Halpern Financial first reported a position in VFH in Q2 2021 and held it in 4 quarters. The position peaked at $24.2K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Halpern Financial reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Halpern Financial sold 259 Vanguard Financials ETF shares in Q2 2022, an estimated $24.2K.
Halpern Financial first reported a position in Vanguard Financials ETF in Q2 2021 and held it in 4 quarters.
Halpern Financial's Vanguard Financials ETF position peaked at $24.2K in Q1 2022.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.