Running Point Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Running Point 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
2022 Q4	–	Sell	-51	Closed	-$4K	–	231
2022 Q3	$4K	Hold	51	–	–	﹤0.01%	210
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	219
2022 Q1	$5K	Buy	+51	New	+$4.88K	﹤0.01%	209
2021 Q4	–	Sell	-1,000	Closed	-$93K	–	175
2021 Q3	$93K	Hold	1,000	–	–	0.04%	117
2021 Q2	$90K	Hold	1,000	–	–	0.04%	107
2021 Q1	$85K	Hold	1,000	–	–	0.05%	95
2020 Q4	$73K	Buy	+1,000	New	+$66K	0.04%	93

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Running Point Capital Advisors's VFH Position: Q4 2022 in Review

Running Point Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 51 shares — an estimated $4K sold.

Running Point Capital Advisors first reported a position in VFH in Q4 2020 and held it in 7 quarters. The position peaked at $93K in Q3 2021. 581 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Running Point Capital Advisors reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Running Point Capital Advisors sold 51 Vanguard Financials ETF shares in Q4 2022, an estimated $4K.
Running Point Capital Advisors first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 7 quarters.
Running Point Capital Advisors's Vanguard Financials ETF position peaked at $93K in Q3 2021.
581 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Running Point Capital Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.