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Insight Folios’s Vanguard Financials ETF VFH Stock Holding History

Insight Folios’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
Q1 		– Sell
-2,216
Closed -$214K – 142
2021
Q4 		$214K Buy
+2,216
New +$216K 0.1% 131
2020
Q1 		– Sell
-3,532
Closed -$269K – 40
2019
Q4 		$269K Buy
+3,532
New +$258K 0.24% 39

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Insight Folios's VFH Position: Q1 2022 in Review

Insight Folios sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 2,216 shares — an estimated $214K sold.

Insight Folios first reported a position in VFH in Q4 2019 and held it in 2 quarters. The position peaked at $269K in Q4 2019. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

  • Insight Folios reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Insight Folios sold 2,216 Vanguard Financials ETF shares in Q1 2022, an estimated $214K.
  • Insight Folios first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 2 quarters.
  • Insight Folios's Vanguard Financials ETF position peaked at $269K in Q4 2019.
  • 604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Insight Folios's 13F filing for Q1 2022, filed 18 Apr 2022.