Merriman Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Merriman Wealth 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 Q1	–	Sell	-52,257	Closed	-$5.05M	–	235
2021 Q4	$5.05M	Buy	52,257 +6,001	+13%	+$585K	0.37%	42
2021 Q3	$4.29M	Hold	46,256	–	–	0.36%	44
2021 Q2	$4.18M	Buy	46,256 +2,656	+6%	+$240K	0.36%	50
2021 Q1	$3.68M	Buy	43,600 +18,500	+74%	+$1.47M	0.42%	47
2020 Q4	$1.83M	Buy	25,100 +1	+0%	+$66	0.2%	78
2020 Q3	$1.47M	Sell	25,099 -28,000	-53%	-$1.66M	0.22%	67
2020 Q2	$3.04M	Buy	+53,099	New	+$2.95M	0.48%	45
2020 Q1	–	Sell	-55,697	Closed	-$4.25M	–	205
2019 Q4	$4.25M	Buy	55,697 +17,601	+46%	+$1.28M	0.82%	35
2019 Q3	$2.67M	Buy	+38,096	New	+$2.63M	0.54%	47
2019 Q2	–	Sell	-24,095	Closed	-$1.55M	–	218
2019 Q1	$1.55M	Buy	+24,095	New	+$1.56M	0.29%	68

Other funds holding VFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Merriman Wealth Management's VFH Position: Q1 2022 in Review

Merriman Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 52,257 shares — an estimated $5.05M sold.

Merriman Wealth Management first reported a position in VFH in Q1 2019 and held it in 10 quarters. The position peaked at $5.05M in Q4 2021. 605 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

Merriman Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 52,257 Vanguard Financials ETF shares in Q1 2022, an estimated $5.05M.
Merriman Wealth Management first reported a position in Vanguard Financials ETF in Q1 2019 and held it in 10 quarters.
Merriman Wealth Management's Vanguard Financials ETF position peaked at $5.05M in Q4 2021.
605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.