Jackson Grant Investment Advisers’s Vanguard Financials ETF VFH Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-240	Closed	-$18K	–	343
2022 Q3	$18K	Buy	240 +1	+0.4%	+$81	0.01%	268
2022 Q2	$18K	Hold	239	–	–	0.01%	275
2022 Q1	$22K	Buy	+239	New	+$22.9K	0.01%	272
2021 Q4	–	Sell	-239	Closed	-$22K	–	322
2021 Q3	$22K	Hold	239	–	–	0.01%	280
2021 Q2	$22K	Hold	239	–	–	0.01%	286
2021 Q1	$20K	Hold	239	–	–	0.01%	291
2020 Q4	$17K	Buy	+239	New	+$15.8K	0.01%	275

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

RJFSA

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

Jackson Grant Investment Advisers's VFH Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 240 shares — an estimated $18K sold.

Jackson Grant Investment Advisers first reported a position in VFH in Q4 2020 and held it in 7 quarters. The position peaked at $22K in Q1 2022. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 240 Vanguard Financials ETF shares in Q4 2022, an estimated $18K.
Jackson Grant Investment Advisers first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 7 quarters.
Jackson Grant Investment Advisers's Vanguard Financials ETF position peaked at $22K in Q1 2022.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.