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Herold Advisors’s Vanguard Financials ETF VFH Stock Holding History

Herold 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
2022
Q2 		– Sell
-126
Closed -$11.8K – 653
2022
Q1 		$11.8K Buy
+126
New +$12.1K ﹤0.01% 580

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Herold Advisors's VFH Position: Q2 2022 in Review

Herold Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 126 shares — an estimated $11.8K sold.

Herold Advisors first reported a position in VFH in Q1 2022 and held it in 1 quarter. The position peaked at $11.8K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Herold Advisors reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 126 Vanguard Financials ETF shares in Q2 2022, an estimated $11.8K.
  • Herold Advisors first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Vanguard Financials ETF position peaked at $11.8K in Q1 2022.
  • 564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.