PCA Investment Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-756	Closed	-$61.5K	–	402
2023 Q2	$61.5K	Buy	+756	New	+$59.3K	0.04%	241

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

PCA Investment Advisory Services's VFH Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Vanguard Financials ETF (VFH) in Q3 2023, closing a stake of 756 shares — an estimated $61.5K sold.

PCA Investment Advisory Services first reported a position in VFH in Q2 2023 and held it in 1 quarter. The position peaked at $61.5K in Q2 2023. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

PCA Investment Advisory Services reported no remaining Vanguard Financials ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 756 Vanguard Financials ETF shares in Q3 2023, an estimated $61.5K.
PCA Investment Advisory Services first reported a position in Vanguard Financials ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Vanguard Financials ETF position peaked at $61.5K in Q2 2023.
547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.