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

Insigneo 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
2023 Q4	–	Sell	-4,275	Closed	-$346K	–	453
2023 Q3	$346K	Buy	+4,275	New	+$357K	0.07%	258
2023 Q1	–	Sell	-2,500	Closed	-$207K	–	296
2022 Q4	$207K	Buy	+2,500	New	+$207K	0.08%	241

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Insigneo Advisory Services's VFH Position: Q4 2023 in Review

Insigneo Advisory Services sold out of Vanguard Financials ETF (VFH) in Q4 2023, closing a stake of 4,275 shares — an estimated $346K sold.

Insigneo Advisory Services first reported a position in VFH in Q4 2022 and held it in 2 quarters. The position peaked at $346K in Q3 2023. 592 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

Insigneo Advisory Services reported no remaining Vanguard Financials ETF position as of Q4 2023 after selling out during the quarter.
Insigneo Advisory Services sold 4,275 Vanguard Financials ETF shares in Q4 2023, an estimated $346K.
Insigneo Advisory Services first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 2 quarters.
Insigneo Advisory Services's Vanguard Financials ETF position peaked at $346K in Q3 2023.
592 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on Insigneo Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.