HoyleCohen’s Vanguard Financials ETF VFH Stock Holding History

HoyleCohen’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	-2,410	Closed	-$225K	–	282
2022 Q1	$225K	Hold	2,410	–	–	0.02%	252
2021 Q4	$233K	Hold	2,410	–	–	0.02%	262
2021 Q3	$223K	Sell	2,410 -80	-3%	-$7.38K	0.02%	251
2021 Q2	$225	Hold	2,490	–	–	0.02%	252
2021 Q1	$210K	Buy	+2,490	New	+$199K	0.02%	253

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

HoyleCohen's VFH Position: Q2 2022 in Review

HoyleCohen sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 2,410 shares — an estimated $225K sold.

HoyleCohen first reported a position in VFH in Q1 2021 and held it in 5 quarters. The position peaked at $233K in Q4 2021. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

HoyleCohen reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
HoyleCohen sold 2,410 Vanguard Financials ETF shares in Q2 2022, an estimated $225K.
HoyleCohen first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 5 quarters.
HoyleCohen's Vanguard Financials ETF position peaked at $233K in Q4 2021.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on HoyleCohen's 13F filing for Q2 2022, filed 27 Jul 2022.