Simon Quick Advisors’s Vanguard Financials ETF VFH Stock Holding History

Simon Quick 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 Q2	–	Sell	-28	Closed	-$3K	–	389
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	329
2021 Q4	$3K	Buy	28 +1	+4%	+$97	﹤0.01%	347
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	401
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	426
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	433
2020 Q4	$2K	Buy	+27	New	+$1.78K	﹤0.01%	418
2018 Q3	–	Sell	-687	Closed	-$46K	–	340
2018 Q2	$46K	Hold	687	–	–	0.02%	186
2018 Q1	$48K	Hold	687	–	–	0.02%	176
2017 Q4	$51K	Buy	+687	New	+$46.6K	0.02%	228

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

Simon Quick Advisors's VFH Position: Q2 2022 in Review

Simon Quick Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 28 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in VFH in Q4 2017 and held it in 9 quarters. The position peaked at $51K in Q4 2017. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Simon Quick Advisors reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 28 Vanguard Financials ETF shares in Q2 2022, an estimated $3K.
Simon Quick Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 9 quarters.
Simon Quick Advisors's Vanguard Financials ETF position peaked at $51K in Q4 2017.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.