Rainsberger Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Rainsberger Wealth Advisors’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	$1.35M	Buy	14,595 +399	+3%	+$33.5K	0.73%	42
2023 Q3	$1.14M	Buy	14,196 +451	+3%	+$37.7K	0.7%	42
2023 Q2	$1.12M	Buy	13,745 +244	+2%	+$19.2K	0.67%	44
2023 Q1	$1.05M	Buy	13,501 +3,132	+30%	+$265K	0.62%	44
2022 Q4	$858K	Buy	10,369 +258	+3%	+$21.3K	0.55%	45
2022 Q3	$753K	Buy	10,111 +269	+3%	+$21.9K	0.52%	43
2022 Q2	$760K	Buy	9,842 +419	+4%	+$35.4K	0.56%	45
2022 Q1	$880K	Buy	9,423 +1,225	+15%	+$117K	0.56%	45
2021 Q4	$792K	Buy	+8,198	New	+$799K	0.46%	50

Other funds holding VFH

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 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 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

Rainsberger Wealth Advisors's VFH Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 2.8% in Q4 2023, buying an estimated $33.5K and bringing the position to 14,595 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #42.

Rainsberger Wealth Advisors first reported a position in VFH in Q4 2021 and has held it in 9 quarters since. 592 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

Rainsberger Wealth Advisors held 14,595 shares of Vanguard Financials ETF worth $1.35M as of Q4 2023.
Rainsberger Wealth Advisors bought 399 Vanguard Financials ETF shares in Q4 2023, an estimated $33.5K.
Vanguard Financials ETF made up 0.73% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #42 holding.
Rainsberger Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 9 quarters since.
592 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.