Mosaic Family Wealth’s Vanguard Financials ETF VFH Stock Holding History

Mosaic Family Wealth’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 Q4	$246K	Buy	2,552 +28	+1%	+$2.73K	0.06%	152
2021 Q3	$234K	Sell	2,524 -1,448	-36%	-$134K	0.06%	154
2021 Q2	$359K	Buy	3,972 +11	+0.3%	+$994	0.1%	117
2021 Q1	$335K	Buy	+3,961	New	+$316K	0.1%	113
2019 Q2	–	Sell	-2,003	Closed	-$129K	–	583
2019 Q1	$129K	Hold	2,003	–	–	0.05%	198
2018 Q4	$119K	Hold	2,003	–	–	0.05%	201
2018 Q3	$134K	Sell	2,003 -9,252	-82%	-$654K	0.05%	189
2018 Q2	$759K	Hold	11,255	–	–	0.29%	51
2018 Q1	$782K	Hold	11,255	–	–	0.29%	51
2017 Q4	$788K	Buy	+11,255	New	+$763K	0.29%	54

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 $424B AUM 22.96% 1-Year Est. Return

Mosaic Family Wealth's VFH Position: Q4 2021 in Review

Mosaic Family Wealth increased its Vanguard Financials ETF (VFH) stake by 1.1% in Q4 2021, buying an estimated $2.73K and bringing the position to 2,552 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #152.

Mosaic Family Wealth first reported a position in VFH in Q4 2017 and has held it in 10 quarters since. The position peaked at $788K in Q4 2017. 606 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

Mosaic Family Wealth held 2,552 shares of Vanguard Financials ETF worth $246K as of Q4 2021.
Mosaic Family Wealth bought 28 Vanguard Financials ETF shares in Q4 2021, an estimated $2.73K.
Vanguard Financials ETF made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #152 holding.
Mosaic Family Wealth first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 10 quarters since.
Mosaic Family Wealth's Vanguard Financials ETF position peaked at $788K in Q4 2017.
606 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.