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Pinnacle Wealth Management Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Pinnacle Wealth Management Advisory 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
2022
Q3 		– Sell
-6,459
Closed -$499K – 302
2022
Q2 		$499K Buy
+6,459
New +$545K 0.08% 170

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VFH Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 6,459 shares — an estimated $499K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VFH in Q2 2022 and held it in 1 quarter. The position peaked at $499K in Q2 2022. 544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

  • Pinnacle Wealth Management Advisory Group reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 6,459 Vanguard Financials ETF shares in Q3 2022, an estimated $499K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Vanguard Financials ETF position peaked at $499K in Q2 2022.
  • 544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.