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Mark Sheptoff Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-250
Closed -$23K – 427
2021
Q2 		$23K Hold
250
– – 0.01% 257
2021
Q1 		$21K Buy
+250
New +$19.9K 0.01% 230
2019
Q3 		– Sell
-44
Closed -$3K – 391
2019
Q2 		$3K Hold
44
– – ﹤0.01% 315
2019
Q1 		$3K Buy
+44
New +$2.85K ﹤0.01% 317

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mark Sheptoff Financial Planning's VFH Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Vanguard Financials ETF (VFH) in Q3 2021, closing a stake of 250 shares — an estimated $23K sold.

Mark Sheptoff Financial Planning first reported a position in VFH in Q1 2019 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Vanguard Financials ETF position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Vanguard Financials ETF shares in Q3 2021, an estimated $23K.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard Financials ETF in Q1 2019 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Vanguard Financials ETF position peaked at $23K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.