Laurel Wealth Advisors (California)’s Vanguard Financials ETF VFH Stock Holding History

Laurel Wealth Advisors (California)’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	$674K	Sell	8,150 -13	-0.2%	-$1.07K	0.07%	299
2022 Q3	$607K	Hold	8,163	–	–	0.06%	307
2022 Q2	$630K	Hold	8,163	–	–	0.06%	308
2022 Q1	$762K	Sell	8,163 -759	-9%	-$72.7K	0.06%	301
2021 Q4	$862K	Buy	+8,922	New	+$869K	0.07%	301
2020 Q1	–	Sell	-20,792	Closed	-$1.59M	–	440
2019 Q4	$1.59M	Buy	20,792 +5,828	+39%	+$425K	0.27%	102
2019 Q3	$1.05M	Buy	+14,964	New	+$1.03M	0.18%	144

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

Laurel Wealth Advisors (California)'s VFH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Vanguard Financials ETF (VFH) stake by 0.16% in Q4 2022, selling an estimated $1.07K and leaving 8,150 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #299.

Laurel Wealth Advisors (California) first reported a position in VFH in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2019. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Laurel Wealth Advisors (California) held 8,150 shares of Vanguard Financials ETF worth $674K as of Q4 2022.
Laurel Wealth Advisors (California) sold 13 Vanguard Financials ETF shares in Q4 2022, an estimated $1.07K.
Vanguard Financials ETF made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #299 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Financials ETF in Q3 2019 and has held it in 7 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Financials ETF position peaked at $1.59M in Q4 2019.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.