Keystone Financial Group (Kentucky)’s Vanguard Financials ETF VFH Stock Holding History

Keystone Financial Group (Kentucky)’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	$251K	Buy	3,037 +326	+12%	+$26.9K	0.05%	237
2022 Q3	$202K	Buy	2,711 +2	+0.1%	+$163	0.04%	262
2022 Q2	$209K	Sell	2,709 -442	-14%	-$37.3K	0.04%	266
2022 Q1	$294K	Buy	3,151 +674	+27%	+$64.5K	0.05%	229
2021 Q4	$239K	Buy	+2,477	New	+$241K	0.04%	268
2018 Q2	–	Sell	-4,113	Closed	-$280K	–	179
2018 Q1	$280K	Buy	4,113 +414	+11%	+$29.9K	0.16%	116
2017 Q4	$263K	Buy	+3,699	New	+$251K	0.16%	100

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

Keystone Financial Group (Kentucky)'s VFH Position: Q4 2022 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Financials ETF (VFH) stake by 12% in Q4 2022, buying an estimated $26.9K and bringing the position to 3,037 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #237.

Keystone Financial Group (Kentucky) first reported a position in VFH in Q4 2017 and has held it in 7 quarters since. The position peaked at $294K in Q1 2022. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Keystone Financial Group (Kentucky) held 3,037 shares of Vanguard Financials ETF worth $251K as of Q4 2022.
Keystone Financial Group (Kentucky) bought 326 Vanguard Financials ETF shares in Q4 2022, an estimated $26.9K.
Vanguard Financials ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q4 2022, its #237 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 7 quarters since.
Keystone Financial Group (Kentucky)'s Vanguard Financials ETF position peaked at $294K in Q1 2022.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2022, filed 7 Feb 2023.