IronBridge Private Wealth’s Vanguard Financials ETF VFH Stock Holding History

IronBridge Private Wealth’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
2021 Q4	–	Sell	-19	Closed	-$2K	–	333
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	252
2021 Q2	$2K	Sell	19 -123	-87%	-$11.1K	﹤0.01%	257
2021 Q1	$12K	Sell	142 -91,146	-100%	-$7.27M	0.01%	141
2020 Q4	$6.65M	Buy	+91,288	New	+$6.03M	4.91%	5

Other funds holding VFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IronBridge Private Wealth's VFH Position: Q4 2021 in Review

IronBridge Private Wealth sold out of Vanguard Financials ETF (VFH) in Q4 2021, closing a stake of 19 shares — an estimated $2K sold.

IronBridge Private Wealth first reported a position in VFH in Q4 2020 and held it in 4 quarters. The position peaked at $6.65M in Q4 2020. 606 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

IronBridge Private Wealth reported no remaining Vanguard Financials ETF position as of Q4 2021 after selling out during the quarter.
IronBridge Private Wealth sold 19 Vanguard Financials ETF shares in Q4 2021, an estimated $2K.
IronBridge Private Wealth first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 4 quarters.
IronBridge Private Wealth's Vanguard Financials ETF position peaked at $6.65M in Q4 2020.
606 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on IronBridge Private Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.