Rise Advisors’s Vanguard Financials ETF VFH Stock Holding History

Rise 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
2024 Q1	–	Sell	-160	Closed	-$14.8K	–	1286
2023 Q4	$14.8K	Buy	160 +2	+1%	+$168	0.01%	283
2023 Q3	$12.7K	Hold	158	–	–	0.01%	295
2023 Q2	$12.8K	Hold	158	–	–	0.01%	306
2023 Q1	$1.27K	Buy	158 +1	+0.6%	+$85	﹤0.01%	629
2022 Q4	$13K	Buy	157 +3	+2%	+$248	0.01%	312
2022 Q3	$11K	Hold	154	–	–	0.01%	329
2022 Q2	$12K	Hold	154	–	–	0.01%	319
2022 Q1	$14K	Buy	154 +1	+0.7%	+$96	0.01%	294
2021 Q4	$14.8K	Buy	+153	New	+$14.9K	0.01%	280

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.59B AUM 11.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rise Advisors's VFH Position: Q1 2024 in Review

Rise Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 160 shares — an estimated $14.8K sold.

Rise Advisors first reported a position in VFH in Q4 2021 and held it in 9 quarters. The position peaked at $14.8K in Q4 2023. 626 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

Rise Advisors reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
Rise Advisors sold 160 Vanguard Financials ETF shares in Q1 2024, an estimated $14.8K.
Rise Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 9 quarters.
Rise Advisors's Vanguard Financials ETF position peaked at $14.8K in Q4 2023.
626 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.