MUFG Americas’s Vanguard Financials ETF VFH Stock Holding History

MUFG Americas’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 Q4	–	Sell	-796	Closed	-$59K	–	798
2022 Q3	$59K	Sell	796 -49	-6%	-$3.98K	﹤0.01%	480
2022 Q2	$65K	Hold	845	–	–	﹤0.01%	486
2022 Q1	$79K	Buy	845 +198	+31%	+$19K	﹤0.01%	484
2021 Q4	$62K	Sell	647 -704	-52%	-$68.6K	﹤0.01%	521
2021 Q3	$125K	Buy	1,351 +315	+30%	+$29.1K	﹤0.01%	429
2021 Q2	$94K	Hold	1,036	–	–	﹤0.01%	430
2021 Q1	$88K	Hold	1,036	–	–	﹤0.01%	459
2020 Q4	$75K	Hold	1,036	–	–	﹤0.01%	472
2020 Q3	$61K	Hold	1,036	–	–	﹤0.01%	464
2020 Q2	$59K	Hold	1,036	–	–	﹤0.01%	468
2020 Q1	$53K	Sell	1,036 -200	-16%	-$13.6K	﹤0.01%	485
2019 Q4	$94K	Hold	1,236	–	–	﹤0.01%	466
2019 Q3	$87K	Hold	1,236	–	–	﹤0.01%	472
2019 Q2	$85K	Sell	1,236 -508	-29%	-$34.5K	﹤0.01%	471
2019 Q1	$113K	Buy	1,744 +508	+41%	+$32.9K	﹤0.01%	426
2018 Q4	$73K	Sell	1,236 -300	-20%	-$19.5K	﹤0.01%	454
2018 Q3	$107K	Buy	+1,536	New	+$109K	﹤0.01%	436

Other funds holding VFH

Bank of America

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return