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

Provence Wealth Management 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
Q4 		$6.64K Hold
72
– – ﹤0.01% 334
2023
Q3 		$5.78K Buy
+72
New +$6.02K ﹤0.01% 341

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Provence Wealth Management Group's VFH Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard Financials ETF (VFH) position steady in Q4 2023 at 72 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Provence Wealth Management Group first reported a position in VFH in Q3 2023 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

  • Provence Wealth Management Group held 72 shares of Vanguard Financials ETF worth $6.64K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard Financials ETF share count unchanged in Q4 2023.
  • Vanguard Financials ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #334 holding.
  • Provence Wealth Management Group first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 2 quarters since.
  • 593 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.