McCarthy Asset Management’s Vanguard Financials ETF VFH Stock Holding History

McCarthy Asset Management’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	-51	Closed	-$5K	–	278
2022 Q1	$5K	Hold	51	–	–	﹤0.01%	200
2021 Q4	$5K	Hold	51	–	–	﹤0.01%	197
2021 Q3	$5K	Hold	51	–	–	﹤0.01%	201
2021 Q2	$5K	Hold	51	–	–	﹤0.01%	250
2021 Q1	$4K	Hold	51	–	–	﹤0.01%	239
2020 Q4	$4K	Buy	+51	New	+$3.37K	﹤0.01%	213

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McCarthy Asset Management's VFH Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 51 shares — an estimated $5K sold.

McCarthy Asset Management first reported a position in VFH in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 51 Vanguard Financials ETF shares in Q2 2022, an estimated $5K.
McCarthy Asset Management first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard Financials ETF position peaked at $5K in Q1 2022.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.