HM Payson & Co’s Vanguard Financials ETF VFH Stock Holding History

HM Payson & Co’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	-43	Closed	-$4K	–	1147
2022 Q1	$4K	Buy	+43	New	+$4.12K	﹤0.01%	934
2020 Q2	–	Sell	-115	Closed	-$6K	–	938
2020 Q1	$6K	Hold	115	–	–	﹤0.01%	799
2019 Q4	$9K	Buy	+115	New	+$8.39K	﹤0.01%	819

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

HM Payson & Co's VFH Position: Q2 2022 in Review

HM Payson & Co sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 43 shares — an estimated $4K sold.

HM Payson & Co first reported a position in VFH in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

HM Payson & Co reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
HM Payson & Co sold 43 Vanguard Financials ETF shares in Q2 2022, an estimated $4K.
HM Payson & Co first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 3 quarters.
HM Payson & Co's Vanguard Financials ETF position peaked at $9K in Q4 2019.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on HM Payson & Co's 13F filing for Q2 2022, filed 15 Aug 2022.