Mid Atlantic Financial Management’s Vanguard Financials ETF VFH Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$891K	Sell	9,614 -291	-3%	-$26.8K	0.06%	287
2021 Q2	$896K	Buy	9,905 +3,790	+62%	+$343K	0.06%	280
2021 Q1	$517K	Buy	+6,115	New	+$488K	0.04%	422
2020 Q3	–	Sell	-4,044	Closed	-$231K	–	798
2020 Q2	$231K	Buy	+4,044	New	+$225K	0.02%	578
2020 Q1	–	Sell	-4,938	Closed	-$377K	–	775
2019 Q4	$377K	Sell	4,938 -204	-4%	-$14.9K	0.04%	473
2019 Q3	$360K	Buy	5,142 +743	+17%	+$51.3K	0.04%	443
2019 Q2	$304K	Sell	4,399 -322	-7%	-$21.8K	0.03%	516
2019 Q1	$305K	Sell	4,721 -792	-14%	-$51.4K	0.03%	506
2018 Q4	$327K	Buy	+5,513	New	+$358K	0.04%	451

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

BCMIO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mid Atlantic Financial Management's VFH Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Financials ETF (VFH) stake by 2.9% in Q3 2021, selling an estimated $26.8K and leaving 9,614 shares worth $891K. The position accounts for 0.06% of the portfolio, ranked #287.

Mid Atlantic Financial Management first reported a position in VFH in Q4 2018 and has held it in 9 quarters since. The position peaked at $896K in Q2 2021. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

Mid Atlantic Financial Management held 9,614 shares of Vanguard Financials ETF worth $891K as of Q3 2021.
Mid Atlantic Financial Management sold 291 Vanguard Financials ETF shares in Q3 2021, an estimated $26.8K.
Vanguard Financials ETF made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #287 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 9 quarters since.
Mid Atlantic Financial Management's Vanguard Financials ETF position peaked at $896K in Q2 2021.
531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.