Kistler-Tiffany Companies’s Vanguard Financials ETF VFH Stock Holding History

Kistler-Tiffany Companies’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 Q2	$2.28M	Sell	28,024 -234	-0.8%	-$18.4K	0.37%	53
2023 Q1	$2.2M	Buy	28,258 +926	+3%	+$78.3K	0.42%	44
2022 Q4	$2.26M	Sell	27,332 -1,738	-6%	-$144K	0.46%	42
2022 Q3	$2.16M	Sell	29,070 -55	-0.2%	-$4.47K	0.49%	37
2022 Q2	$2.25M	Buy	29,125 +1,743	+6%	+$147K	0.49%	37
2022 Q1	$2.56M	Buy	27,382 +3,600	+15%	+$345K	0.48%	34
2021 Q4	$2.3M	Buy	23,782 +1,522	+7%	+$148K	0.45%	40
2021 Q3	$2.06M	Buy	22,260 +1,314	+6%	+$121K	0.47%	39
2021 Q2	$1.9M	Buy	20,946 +1,827	+10%	+$165K	0.44%	43
2021 Q1	$1.62M	Sell	19,119 -1,663	-8%	-$133K	0.42%	44
2020 Q4	$1.51M	Buy	20,782 +103	+0.5%	+$6.8K	0.43%	40
2020 Q3	$1.21M	Sell	20,679 -130	-0.6%	-$7.73K	0.39%	45
2020 Q2	$1.19M	Sell	20,809 -4,611	-18%	-$256K	0.42%	42
2020 Q1	$1.94M	Hold	25,420	–	–	0.69%	30
2019 Q4	$1.94M	Sell	25,420 -3,791	-13%	-$277K	0.68%	30
2019 Q3	$2.04M	Sell	29,211 -2,640	-8%	-$182K	0.77%	23
2019 Q2	$2.2M	Buy	31,851 +796	+3%	+$54K	0.84%	21
2019 Q1	$2M	Sell	31,055 -2,760	-8%	-$179K	0.83%	18
2018 Q4	$2.01M	Buy	33,815 +721	+2%	+$46.8K	0.93%	18
2018 Q3	$2.3M	Sell	33,094 -727	-2%	-$51.4K	0.95%	16
2018 Q2	$2.28M	Sell	33,821 -3,027	-8%	-$211K	1.01%	16
2018 Q1	$2.56M	Buy	36,848 +312	+0.9%	+$22.5K	1.05%	13
2017 Q4	$2.56M	Sell	36,536 -348	-0.9%	-$23.6K	1.01%	15
2017 Q3	$2.41M	Sell	36,884 -14,386	-28%	-$907K	1.01%	16
2017 Q2	$3.21M	Buy	51,270 +197	+0.4%	+$11.9K	1.47%	14
2017 Q1	$3.09M	Buy	51,073 +223	+0.4%	+$13.6K	1.45%	14
2016 Q4	$3.02M	Sell	50,850 -1,054	-2%	-$57.6K	1.48%	15
2016 Q3	$2.56M	Buy	51,904 +12,035	+30%	+$593K	1.26%	20
2016 Q2	$1.89M	Buy	39,869 +416	+1%	+$19.7K	0.97%	22
2016 Q1	$1.83M	Buy	39,453 +7,567	+24%	+$336K	1.02%	23
2015 Q4	$1.59M	Buy	31,886 +14,905	+88%	+$729K	0.88%	26
2015 Q3	$799K	Buy	16,981 +6,059	+55%	+$298K	0.48%	40
2015 Q2	$543K	Buy	10,922 +6,383	+141%	+$319K	0.33%	58
2015 Q1	$224K	Buy	4,539 +2,000	+79%	+$97.9K	0.14%	97
2014 Q4	$126K	Buy	2,539 +414	+19%	+$19.9K	0.08%	151
2014 Q3	$99K	Sell	2,125 -296	-12%	-$13.8K	0.07%	180
2014 Q2	$112K	Buy	2,421 +1	+0%	+$45	0.08%	157
2014 Q1	$110K	Buy	2,420 +5	+0.2%	+$222	0.08%	156
2013 Q4	$107K	Buy	2,415 +18	+0.8%	+$772	0.08%	157
2013 Q3	$98K	Sell	2,397 -31	-1%	-$1.28K	0.08%	158
2013 Q2	$97K	Buy	+2,428	New	+$96K	0.08%	149

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIS

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

Kistler-Tiffany Companies's VFH Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Vanguard Financials ETF (VFH) stake by 0.83% in Q2 2023, selling an estimated $18.4K and leaving 28,024 shares worth $2.28M. The position accounts for 0.37% of the portfolio, ranked #53.

Kistler-Tiffany Companies first reported a position in VFH in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.21M in Q2 2017. 533 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

Kistler-Tiffany Companies held 28,024 shares of Vanguard Financials ETF worth $2.28M as of Q2 2023.
Kistler-Tiffany Companies sold 234 Vanguard Financials ETF shares in Q2 2023, an estimated $18.4K.
Vanguard Financials ETF made up 0.37% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #53 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Financials ETF in Q2 2013 and has held it in 41 quarters since.
Kistler-Tiffany Companies's Vanguard Financials ETF position peaked at $3.21M in Q2 2017.
533 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.