Simplex Trading’s Vanguard Financials ETF VFH Stock Holding History

Simplex Trading’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
2015 Q1	–	Sell	-5	Closed	-$1K	–	5641
2014 Q4	$1K	Buy	+5	New	+$240	﹤0.01%	4302

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Simplex Trading's VFH Position: Q1 2022 in Review

Simplex Trading sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 1,660 shares — an estimated $160K sold.

Simplex Trading first reported a position in VFH in Q2 2015 and held it in 15 quarters. The position peaked at $498K in Q4 2020. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

Simplex Trading reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
Simplex Trading sold 1,660 Vanguard Financials ETF shares in Q1 2022, an estimated $160K.
Simplex Trading first reported a position in Vanguard Financials ETF in Q2 2015 and held it in 15 quarters.
Simplex Trading's Vanguard Financials ETF position peaked at $498K in Q4 2020.
604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Simplex Trading's 13F filing for Q1 2022, filed 2 May 2022.