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Sage Mountain Advisors’s Vanguard Financials ETF VFH Stock Holding History

Sage Mountain 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
Q3 		– Sell
-4,271
Closed -$330K – 405
2022
Q2 		$330K Sell
4,271
-647
-13% -$54.6K 0.06% 315
2022
Q1 		$459K Hold
4,918
– – 0.07% 279
2021
Q4 		$475K Hold
4,918
– – 0.06% 321
2021
Q3 		$456K Buy
+4,918
New +$454K 0.07% 277

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sage Mountain Advisors's VFH Position: Q3 2022 in Review

Sage Mountain Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 4,271 shares — an estimated $330K sold.

Sage Mountain Advisors first reported a position in VFH in Q3 2021 and held it in 4 quarters. The position peaked at $475K in Q4 2021. 544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

  • Sage Mountain Advisors reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,271 Vanguard Financials ETF shares in Q3 2022, an estimated $330K.
  • Sage Mountain Advisors first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's Vanguard Financials ETF position peaked at $475K in Q4 2021.
  • 544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Sage Mountain Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.