Selective Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Selective Wealth Management’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	-1,486	Closed	-$111K	–	698
2022 Q3	$111K	Hold	1,486	–	–	0.05%	194
2022 Q2	$115K	Buy	+1,486	New	+$125K	0.04%	201

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

RJFSA

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

Selective Wealth Management's VFH Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 1,486 shares — an estimated $111K sold.

Selective Wealth Management first reported a position in VFH in Q2 2022 and held it in 2 quarters. The position peaked at $115K in Q2 2022. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,486 Vanguard Financials ETF shares in Q4 2022, an estimated $111K.
Selective Wealth Management first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's Vanguard Financials ETF position peaked at $115K in Q2 2022.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.