Ranch Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-25	Closed	-$2K	–	567
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	607
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	815
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	810
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	848
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	841
2020 Q2	$1K	Sell	25 -32	-56%	-$1.78K	﹤0.01%	883
2020 Q1	$2K	Sell	57 -1,482	-96%	-$101K	﹤0.01%	807
2019 Q4	$117K	Sell	1,539 -384	-20%	-$28K	0.09%	195
2019 Q3	$135K	Buy	+1,923	New	+$133K	0.14%	177

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ranch Capital Advisors's VFH Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2021, closing a stake of 25 shares — an estimated $2K sold.

Ranch Capital Advisors first reported a position in VFH in Q3 2019 and held it in 9 quarters. The position peaked at $135K in Q3 2019. 605 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

Ranch Capital Advisors reported no remaining Vanguard Financials ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 25 Vanguard Financials ETF shares in Q4 2021, an estimated $2K.
Ranch Capital Advisors first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's Vanguard Financials ETF position peaked at $135K in Q3 2019.
605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.