Prostatis Group’s Vanguard Financials ETF VFH Stock Holding History

Prostatis 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
2023 Q3	–	Sell	-31,887	Closed	-$31.9K	–	238
2023 Q2	$31.9K	Buy	+31,887	New	+$2.5M	0.01%	209
2022 Q3	–	Sell	-3,131	Closed	-$242K	–	73
2022 Q2	$242K	Buy	+3,131	New	+$264K	0.38%	36

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 $1.65B AUM 17.84% 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 22.96% 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

Prostatis Group's VFH Position: Q3 2023 in Review

Prostatis Group sold out of Vanguard Financials ETF (VFH) in Q3 2023, closing a stake of 31,887 shares — an estimated $31.9K sold.

Prostatis Group first reported a position in VFH in Q2 2022 and held it in 2 quarters. The position peaked at $242K in Q2 2022. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

Prostatis Group reported no remaining Vanguard Financials ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 31,887 Vanguard Financials ETF shares in Q3 2023, an estimated $31.9K.
Prostatis Group first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 2 quarters.
Prostatis Group's Vanguard Financials ETF position peaked at $242K in Q2 2022.
547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.