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Market Street Wealth Management Advisors’s Vanguard Financials ETF VFH Stock Holding History

Market Street Wealth Management Advisors’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 		– Sell
-4,192
Closed -$391K – 92
2022
Q1 		$391K Buy
+4,192
New +$401K 0.14% 62

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

Market Street Wealth Management Advisors's VFH Position: Q2 2022 in Review

Market Street Wealth Management Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 4,192 shares — an estimated $391K sold.

Market Street Wealth Management Advisors first reported a position in VFH in Q1 2022 and held it in 1 quarter. The position peaked at $391K in Q1 2022. 565 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Market Street Wealth Management Advisors reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 4,192 Vanguard Financials ETF shares in Q2 2022, an estimated $391K.
  • Market Street Wealth Management Advisors first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 1 quarter.
  • Market Street Wealth Management Advisors's Vanguard Financials ETF position peaked at $391K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.