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Leo Brokerage’s Vanguard Financials ETF VFH Stock Holding History

Leo Brokerage’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
Q2 		$219K Buy
2,836
+148
+6% +$12.5K 0.06% 160
2022
Q1 		$251K Buy
+2,688
New +$257K 0.04% 208
2021
Q3 		$245K Hold
2,647
– – 0.05% 160
2021
Q2 		$239K Buy
2,647
+111
+4% +$10K 0.05% 167
2021
Q1 		$214K Buy
+2,536
New +$202K 0.06% 170

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leo Brokerage's VFH Position: Q2 2022 in Review

Leo Brokerage increased its Vanguard Financials ETF (VFH) stake by 5.5% in Q2 2022, buying an estimated $12.5K and bringing the position to 2,836 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #160.

Leo Brokerage first reported a position in VFH in Q1 2021 and has held it in 5 quarters since. The position peaked at $251K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Leo Brokerage held 2,836 shares of Vanguard Financials ETF worth $219K as of Q2 2022.
  • Leo Brokerage bought 148 Vanguard Financials ETF shares in Q2 2022, an estimated $12.5K.
  • Vanguard Financials ETF made up 0.06% of Leo Brokerage's portfolio in Q2 2022, its #160 holding.
  • Leo Brokerage first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 5 quarters since.
  • Leo Brokerage's Vanguard Financials ETF position peaked at $251K in Q1 2022.
  • 564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.