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Marks Wealth’s Vanguard Financials ETF VFH Stock Holding History

Marks Wealth’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
-83,809
Closed -$7.83M – 31
2022
Q1 		$7.83M Sell
83,809
-282,192
-77% -$27M 2.38% 13
2021
Q4 		$35.3M Buy
+366,001
New +$35.7M 11.04% 3

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

Marks Wealth's VFH Position: Q2 2022 in Review

Marks Wealth sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 83,809 shares — an estimated $7.83M sold.

Marks Wealth first reported a position in VFH in Q4 2021 and held it in 2 quarters. The position peaked at $35.3M in Q4 2021. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Marks Wealth reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Marks Wealth sold 83,809 Vanguard Financials ETF shares in Q2 2022, an estimated $7.83M.
  • Marks Wealth first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 2 quarters.
  • Marks Wealth's Vanguard Financials ETF position peaked at $35.3M in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.