Milestone Advisory Partners’s Vanguard Financials ETF VFH Stock Holding History

Milestone Advisory Partners’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	-3,256	Closed	-$269K	–	71
2022 Q4	$269K	Sell	3,256 -7,411	-69%	-$612K	0.2%	59
2022 Q3	$794K	Buy	+10,667	New	+$868K	0.6%	30
2022 Q2	–	Sell	-19,939	Closed	-$1.86M	–	81
2022 Q1	$1.86M	Buy	19,939 +6,595	+49%	+$632K	1%	26
2021 Q4	$1.29M	Buy	13,344 +4,650	+53%	+$453K	0.65%	31
2021 Q3	$805K	Hold	8,694	–	–	0.47%	37
2021 Q2	$786K	Buy	+8,694	New	+$786K	0.41%	39

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Milestone Advisory Partners's VFH Position: Q1 2023 in Review

Milestone Advisory Partners sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 3,256 shares — an estimated $269K sold.

Milestone Advisory Partners first reported a position in VFH in Q2 2021 and held it in 6 quarters. The position peaked at $1.86M in Q1 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Milestone Advisory Partners reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Milestone Advisory Partners sold 3,256 Vanguard Financials ETF shares in Q1 2023, an estimated $269K.
Milestone Advisory Partners first reported a position in Vanguard Financials ETF in Q2 2021 and held it in 6 quarters.
Milestone Advisory Partners's Vanguard Financials ETF position peaked at $1.86M in Q1 2022.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Milestone Advisory Partners's 13F filing for Q1 2023, filed 12 May 2023.