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Patriot Investment Management Group’s Vanguard Financials ETF VFH Stock Holding History

Patriot Investment Management Group’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
-424
Closed -$37.5K – 383
2022
Q4 		$37.5K Buy
+424
New +$35K ﹤0.01% 309
2020
Q3 		– Sell
-461
Closed -$26.4K – 625
2020
Q2 		$26.4K Buy
+461
New +$25.6K ﹤0.01% 390

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Investment Management Group's VFH Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 424 shares — an estimated $37.5K sold.

Patriot Investment Management Group first reported a position in VFH in Q2 2020 and held it in 2 quarters. The position peaked at $37.5K in Q4 2022. 531 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 424 Vanguard Financials ETF shares in Q1 2023, an estimated $37.5K.
  • Patriot Investment Management Group first reported a position in Vanguard Financials ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Vanguard Financials ETF position peaked at $37.5K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.