HBW Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

HBW Advisory Services’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	-3,227	Closed	-$301K	–	258
2022 Q1	$301K	Buy	3,227 +82	+3%	+$7.85K	0.11%	177
2021 Q4	$304K	Buy	3,145 +490	+18%	+$47.7K	0.07%	209
2021 Q3	$246K	Buy	+2,655	New	+$245K	0.06%	215

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

HBW Advisory Services's VFH Position: Q2 2022 in Review

HBW Advisory Services sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 3,227 shares — an estimated $301K sold.

HBW Advisory Services first reported a position in VFH in Q3 2021 and held it in 3 quarters. The position peaked at $304K in Q4 2021. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

HBW Advisory Services reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
HBW Advisory Services sold 3,227 Vanguard Financials ETF shares in Q2 2022, an estimated $301K.
HBW Advisory Services first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 3 quarters.
HBW Advisory Services's Vanguard Financials ETF position peaked at $304K in Q4 2021.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on HBW Advisory Services's 13F filing for Q2 2022, filed 13 Jul 2022.