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Milestone Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Milestone Investment Advisors’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
-1,767
Closed -$146K – 449
2022
Q4 		$146K Buy
+1,767
New +$146K 0.05% 68

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

Milestone Investment Advisors's VFH Position: Q1 2023 in Review

Milestone Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 1,767 shares — an estimated $146K sold.

Milestone Investment Advisors first reported a position in VFH in Q4 2022 and held it in 1 quarter. The position peaked at $146K in Q4 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Milestone Investment Advisors reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,767 Vanguard Financials ETF shares in Q1 2023, an estimated $146K.
  • Milestone Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Investment Advisors's Vanguard Financials ETF position peaked at $146K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Milestone Investment Advisors's 13F filing for Q1 2023, filed 16 May 2023.