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PCA
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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