Murphy Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Murphy Capital 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
2022 Q2	$298K	Sell	3,862 -695	-15%	-$58.7K	0.04%	177
2022 Q1	$425K	Buy	4,557 +255	+6%	+$24.4K	0.05%	167
2021 Q4	$415K	Hold	4,302	–	–	0.04%	174
2021 Q3	$398K	Buy	4,302 +50	+1%	+$4.61K	0.05%	172
2021 Q2	$384K	Hold	4,252	–	–	0.04%	176
2021 Q1	$359K	Buy	4,252 +100	+2%	+$7.97K	0.05%	169
2020 Q4	$302K	Buy	4,152 +315	+8%	+$20.8K	0.04%	172
2020 Q3	$224K	Buy	3,837 +145	+4%	+$8.62K	0.03%	185
2020 Q2	$211K	Buy	+3,692	New	+$205K	0.03%	190
2020 Q1	–	Sell	-4,142	Closed	-$315K	–	227
2019 Q4	$315K	Buy	4,142 +100	+2%	+$7.3K	0.04%	187
2019 Q3	$282K	Buy	4,042 +530	+15%	+$36.6K	0.04%	198
2019 Q2	$242K	Sell	3,512 -350	-9%	-$23.7K	0.04%	209
2019 Q1	$249K	Sell	3,862 -15	-0.4%	-$973	0.04%	209
2018 Q4	$230K	Sell	3,877 -1,000	-21%	-$64.9K	0.04%	216
2018 Q3	$338K	Buy	+4,877	New	+$345K	0.05%	204

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJFSA

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Murphy Capital Management's VFH Position: Q2 2022 in Review

Murphy Capital Management reduced its Vanguard Financials ETF (VFH) stake by 15% in Q2 2022, selling an estimated $58.7K and leaving 3,862 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #177.

Murphy Capital Management first reported a position in VFH in Q3 2018 and has held it in 15 quarters since. The position peaked at $425K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Murphy Capital Management held 3,862 shares of Vanguard Financials ETF worth $298K as of Q2 2022.
Murphy Capital Management sold 695 Vanguard Financials ETF shares in Q2 2022, an estimated $58.7K.
Vanguard Financials ETF made up 0.04% of Murphy Capital Management's portfolio in Q2 2022, its #177 holding.
Murphy Capital Management first reported a position in Vanguard Financials ETF in Q3 2018 and has held it in 15 quarters since.
Murphy Capital Management's Vanguard Financials ETF position peaked at $425K in Q1 2022.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.