Personal Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Personal Capital 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
2022 Q4	$326K	Sell	3,936 -143	-4%	-$11.8K	﹤0.01%	365
2022 Q3	$304K	Sell	4,079 -119	-3%	-$9.68K	﹤0.01%	357
2022 Q2	$324K	Sell	4,198 -1,717	-29%	-$145K	﹤0.01%	336
2022 Q1	$552K	Sell	5,915 -608	-9%	-$58.2K	﹤0.01%	296
2021 Q4	$604K	Buy	6,523 +618	+10%	+$60.2K	﹤0.01%	309
2021 Q3	$547K	Buy	5,905 +1,512	+34%	+$139K	﹤0.01%	301
2021 Q2	$397K	Buy	4,393 +400	+10%	+$36.1K	﹤0.01%	348
2021 Q1	$337K	Buy	3,993 +360	+10%	+$28.7K	﹤0.01%	368
2020 Q4	$265K	Buy	+3,633	New	+$240K	﹤0.01%	398
2020 Q1	–	Sell	-6,145	Closed	-$469K	–	406
2019 Q4	$469K	Sell	6,145 -458	-7%	-$33.4K	﹤0.01%	270
2019 Q3	$462K	Buy	6,603 +1,277	+24%	+$88.2K	﹤0.01%	255
2019 Q2	$368K	Buy	5,326 +979	+23%	+$66.4K	﹤0.01%	257
2019 Q1	$281K	Sell	4,347 -2,336	-35%	-$151K	﹤0.01%	278
2018 Q4	$397K	Buy	+6,683	New	+$434K	0.01%	245
2018 Q2	–	Sell	-2,905	Closed	-$202K	–	285
2018 Q1	$202K	Buy	+2,905	New	+$210K	﹤0.01%	255

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Capital Advisors's VFH Position: Q4 2022 in Review

Personal Capital Advisors reduced its Vanguard Financials ETF (VFH) stake by 3.5% in Q4 2022, selling an estimated $11.8K and leaving 3,936 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Personal Capital Advisors first reported a position in VFH in Q1 2018 and has held it in 15 quarters since. The position peaked at $604K in Q4 2021. 581 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Personal Capital Advisors held 3,936 shares of Vanguard Financials ETF worth $326K as of Q4 2022.
Personal Capital Advisors sold 143 Vanguard Financials ETF shares in Q4 2022, an estimated $11.8K.
Vanguard Financials ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #365 holding.
Personal Capital Advisors first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 15 quarters since.
Personal Capital Advisors's Vanguard Financials ETF position peaked at $604K in Q4 2021.
581 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.