LHWM
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Lake Hills Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Lake Hills Wealth Management’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
Q1 		– Sell
-2,291
Closed -$221K – 61
2021
Q4 		$221K Buy
+2,291
New +$223K 0.16% 55

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Lake Hills Wealth Management's VFH Position: Q1 2022 in Review

Lake Hills Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 2,291 shares — an estimated $221K sold.

Lake Hills Wealth Management first reported a position in VFH in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 606 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

  • Lake Hills Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Hills Wealth Management sold 2,291 Vanguard Financials ETF shares in Q1 2022, an estimated $221K.
  • Lake Hills Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 1 quarter.
  • Lake Hills Wealth Management's Vanguard Financials ETF position peaked at $221K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Lake Hills Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.