NEIRG Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

NEIRG Wealth 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
2023 Q2	–	Sell	-9,200	Closed	-$717K	–	162
2023 Q1	$717K	Sell	9,200 -47	-0.5%	-$3.98K	0.12%	96
2022 Q4	$765K	Buy	+9,247	New	+$764K	0.14%	98

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

NEIRG Wealth Management's VFH Position: Q2 2023 in Review

NEIRG Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2023, closing a stake of 9,200 shares — an estimated $717K sold.

NEIRG Wealth Management first reported a position in VFH in Q4 2022 and held it in 2 quarters. The position peaked at $765K in Q4 2022. 533 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

NEIRG Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2023 after selling out during the quarter.
NEIRG Wealth Management sold 9,200 Vanguard Financials ETF shares in Q2 2023, an estimated $717K.
NEIRG Wealth Management first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 2 quarters.
NEIRG Wealth Management's Vanguard Financials ETF position peaked at $765K in Q4 2022.
533 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on NEIRG Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.