Psagot Value Holdings’s Vanguard Financials ETF VFH Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-200	Closed	-$17K	–	613
2022 Q4	$17K	Hold	200	–	–	0.01%	307
2022 Q3	$15K	Buy	+200	New	+$16.3K	﹤0.01%	299
2021 Q4	–	Sell	-3,695	Closed	-$342K	–	453
2021 Q3	$342K	Hold	3,695	–	–	0.06%	211
2021 Q2	$334K	Buy	+3,695	New	+$334K	0.01%	251
2020 Q4	–	Sell	-310	Closed	-$18K	–	426
2020 Q3	$18K	Sell	310 -2,246	-88%	-$134K	﹤0.01%	363
2020 Q2	$146K	Buy	2,556 +1,560	+157%	+$86.7K	﹤0.01%	257
2020 Q1	$51K	Sell	996 -8	-0.8%	-$545	﹤0.01%	293
2019 Q4	$77K	Buy	1,004 +39	+4%	+$2.85K	﹤0.01%	341
2019 Q3	$68K	Hold	965	–	–	﹤0.01%	307
2019 Q2	$67K	Hold	965	–	–	﹤0.01%	332
2019 Q1	$62K	Hold	965	–	–	﹤0.01%	342
2018 Q4	$57K	Hold	965	–	–	﹤0.01%	346
2018 Q3	$67K	Hold	965	–	–	﹤0.01%	279
2018 Q2	$65K	Hold	965	–	–	﹤0.01%	270
2018 Q1	$67K	Hold	965	–	–	﹤0.01%	268
2017 Q4	$68K	Hold	965	–	–	﹤0.01%	240
2017 Q3	$63K	Hold	965	–	–	﹤0.01%	260
2017 Q2	$60K	Hold	965	–	–	﹤0.01%	256
2017 Q1	$58K	Hold	965	–	–	﹤0.01%	273
2016 Q4	$57K	Hold	965	–	–	﹤0.01%	267
2016 Q3	$48K	Buy	+965	New	+$47.6K	﹤0.01%	266

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

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

Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Psagot Value Holdings's VFH Position: Q1 2023 in Review

Psagot Value Holdings sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 200 shares — an estimated $17K sold.

Psagot Value Holdings first reported a position in VFH in Q3 2016 and held it in 21 quarters. The position peaked at $342K in Q3 2021. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Psagot Value Holdings reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 200 Vanguard Financials ETF shares in Q1 2023, an estimated $17K.
Psagot Value Holdings first reported a position in Vanguard Financials ETF in Q3 2016 and held it in 21 quarters.
Psagot Value Holdings's Vanguard Financials ETF position peaked at $342K in Q3 2021.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.