Pacific Capital Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Pacific Capital Wealth 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	-102,166	Closed	-$8.45M	–	95
2022 Q4	$8.45M	Sell	102,166 -7,007	-6%	-$579K	2.19%	14
2022 Q3	$8.13M	Buy	109,173 +13,515	+14%	+$1.1M	2.21%	12
2022 Q2	$7.38M	Buy	95,658 +21,078	+28%	+$1.78M	2.04%	13
2022 Q1	$6.96M	Buy	74,580 +6,735	+10%	+$645K	1.99%	12
2021 Q4	$6.55M	Buy	67,845 +19,264	+40%	+$1.88M	1.89%	14
2021 Q3	$4.5M	Buy	+48,581	New	+$4.48M	1.43%	20

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

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 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

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

Pacific Capital Wealth Advisors's VFH Position: Q1 2023 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 102,166 shares — an estimated $8.45M sold.

Pacific Capital Wealth Advisors first reported a position in VFH in Q3 2021 and held it in 6 quarters. The position peaked at $8.45M in Q4 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Pacific Capital Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 102,166 Vanguard Financials ETF shares in Q1 2023, an estimated $8.45M.
Pacific Capital Wealth Advisors first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Vanguard Financials ETF position peaked at $8.45M in Q4 2022.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.