MW
VFH icon

MBL Wealth’s Vanguard Financials ETF VFH Stock Holding History

MBL 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
2023
Q1 		– Sell
-2,500
Closed -$207K – 181
2022
Q4 		$207K Buy
+2,500
New +$207K 0.04% 153
2022
Q2 		– Sell
-2,500
Closed -$233K – 178
2022
Q1 		$233K Buy
+2,500
New +$239K 0.06% 151

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MBL Wealth's VFH Position: Q1 2023 in Review

MBL Wealth sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 2,500 shares — an estimated $207K sold.

MBL Wealth first reported a position in VFH in Q1 2022 and held it in 2 quarters. The position peaked at $233K in Q1 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • MBL Wealth reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • MBL Wealth sold 2,500 Vanguard Financials ETF shares in Q1 2023, an estimated $207K.
  • MBL Wealth first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 2 quarters.
  • MBL Wealth's Vanguard Financials ETF position peaked at $233K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on MBL Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.