Simplicity Solutions’s Vanguard Financials ETF VFH Stock Holding History

Simplicity Solutions’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
2023 Q4	$909K	Sell	9,851 -21,345	-68%	-$1.79M	0.02%	465
2023 Q3	$2.51M	Buy	31,196 +26,312	+539%	+$2.2M	0.08%	222
2023 Q2	$397K	Buy	4,884 +845	+21%	+$66.3K	0.01%	736
2023 Q1	$315K	Buy	+4,039	New	+$342K	0.01%	830
2021 Q1	–	Sell	-20,175	Closed	-$1.47M	–	953
2020 Q4	$1.47M	Buy	+20,175	New	+$1.33M	0.02%	456
2020 Q2	–	Sell	-77,213	Closed	-$3.92M	–	927
2020 Q1	$3.92M	Buy	+77,213	New	+$5.26M	0.12%	149
2019 Q2	–	Sell	-6,150	Closed	-$397K	–	876
2019 Q1	$397K	Buy	6,150 +205	+3%	+$13.3K	0.02%	463
2018 Q4	$353K	Sell	5,945 -20,697	-78%	-$1.34M	0.05%	399
2018 Q3	$1.85M	Buy	26,642 +2,369	+10%	+$167K	0.11%	109
2018 Q2	$1.64M	Buy	24,273 +2,516	+12%	+$176K	0.12%	101
2018 Q1	$1.51M	Buy	+21,757	New	+$1.57M	0.13%	92

Other funds holding VFH

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

Simplicity Solutions's VFH Position: Q4 2023 in Review

Simplicity Solutions reduced its Vanguard Financials ETF (VFH) stake by 68% in Q4 2023, selling an estimated $1.79M and leaving 9,851 shares worth $909K. The position accounts for 0.02% of the portfolio, ranked #465.

Simplicity Solutions first reported a position in VFH in Q1 2018 and has held it in 11 quarters since. The position peaked at $3.92M in Q1 2020. 592 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

Simplicity Solutions held 9,851 shares of Vanguard Financials ETF worth $909K as of Q4 2023.
Simplicity Solutions sold 21,345 Vanguard Financials ETF shares in Q4 2023, an estimated $1.79M.
Vanguard Financials ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #465 holding.
Simplicity Solutions first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 11 quarters since.
Simplicity Solutions's Vanguard Financials ETF position peaked at $3.92M in Q1 2020.
592 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.