RPg Family Wealth Advisory’s Vanguard Financials ETF VFH Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-265	Closed	-$24.7K	–	314
2022 Q1	$24.7K	Hold	265	–	–	0.01%	196
2021 Q4	$25.6K	Hold	265	–	–	0.01%	206
2021 Q3	$24.7K	Hold	265	–	–	0.01%	209
2021 Q2	$24K	Buy	+265	New	+$23.9K	0.01%	210
2020 Q4	$19.3K	Hold	265	–	–	0.01%	235
2020 Q3	$15.5K	Hold	265	–	–	0.01%	237
2020 Q2	$15.2K	Hold	265	–	–	0.01%	238
2020 Q1	$13.4K	Sell	265 -818	-76%	-$55.7K	0.01%	225
2019 Q4	$82.6K	Hold	1,083	–	–	0.05%	128
2019 Q3	$75.8K	Hold	1,083	–	–	0.05%	133
2019 Q2	$74.7K	Hold	1,083	–	–	0.04%	133
2019 Q1	$69.9K	Buy	+1,083	New	+$70.2K	0.04%	148
2018 Q4	–	Sell	-163	Closed	-$11.3K	–	270
2018 Q3	$11.3K	Sell	163 -270	-62%	-$19.1K	0.01%	237
2018 Q2	$29.2K	Buy	+433	New	+$30.2K	0.02%	144

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

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

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

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

RPg Family Wealth Advisory's VFH Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 265 shares — an estimated $24.7K sold.

RPg Family Wealth Advisory first reported a position in VFH in Q2 2018 and held it in 14 quarters. The position peaked at $82.6K in Q4 2019. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 265 Vanguard Financials ETF shares in Q2 2022, an estimated $24.7K.
RPg Family Wealth Advisory first reported a position in Vanguard Financials ETF in Q2 2018 and held it in 14 quarters.
RPg Family Wealth Advisory's Vanguard Financials ETF position peaked at $82.6K in Q4 2019.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.