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Romano Brothers & Co’s Vanguard Financials ETF VFH Stock Holding History

Romano Brothers & Co’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
-213
Closed -$17.6K – 952
2022
Q4 		$17.6K Buy
+213
New +$17.6K ﹤0.01% 638

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Romano Brothers & Co's VFH Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 213 shares — an estimated $17.6K sold.

Romano Brothers & Co first reported a position in VFH in Q4 2022 and held it in 1 quarter. The position peaked at $17.6K in Q4 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 213 Vanguard Financials ETF shares in Q1 2023, an estimated $17.6K.
  • Romano Brothers & Co first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Financials ETF position peaked at $17.6K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.