PFG Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

PFG Private Wealth Management’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 Q3	–	Sell	-19,101	Closed	-$1.47M	–	366
2022 Q2	$1.47M	Buy	19,101 +439	+2%	+$37.1K	0.83%	27
2022 Q1	$1.74M	Sell	18,662 -1,113	-6%	-$107K	0.9%	25
2021 Q4	$1.91M	Buy	+19,775	New	+$1.93M	0.99%	21

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFG Private Wealth Management's VFH Position: Q3 2022 in Review

PFG Private Wealth Management sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 19,101 shares — an estimated $1.47M sold.

PFG Private Wealth Management first reported a position in VFH in Q4 2021 and held it in 3 quarters. The position peaked at $1.91M in Q4 2021. 544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

PFG Private Wealth Management reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
PFG Private Wealth Management sold 19,101 Vanguard Financials ETF shares in Q3 2022, an estimated $1.47M.
PFG Private Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 3 quarters.
PFG Private Wealth Management's Vanguard Financials ETF position peaked at $1.91M in Q4 2021.
544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on PFG Private Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.