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Lehman & Derafelo Financial Resources’s Vanguard Financials ETF VFH Stock Holding History

Lehman & Derafelo Financial Resources’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
-123
Closed -$9K – 189
2022
Q3 		$9K Hold
123
– – ﹤0.01% 170
2022
Q2 		$9K Buy
+123
New +$10.4K ﹤0.01% 177

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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

Lehman & Derafelo Financial Resources's VFH Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 123 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in VFH in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

  • Lehman & Derafelo Financial Resources reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 123 Vanguard Financials ETF shares in Q4 2022, an estimated $9K.
  • Lehman & Derafelo Financial Resources first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Vanguard Financials ETF position peaked at $9K in Q3 2022.
  • 579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.