Solstein Capital’s Vanguard Financials ETF VFH Stock Holding History

Solstein Capital’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	-192	Closed	-$18K	–	395
2022 Q1	$18K	Buy	192 +1	+0.5%	+$96	0.01%	260
2021 Q4	$18K	Buy	191 +2	+1%	+$195	0.01%	283
2021 Q3	$18K	Buy	+189	New	+$17.4K	0.01%	306

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

Solstein Capital's VFH Position: Q2 2022 in Review

Solstein Capital sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 192 shares — an estimated $18K sold.

Solstein Capital first reported a position in VFH in Q3 2021 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Solstein Capital reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Solstein Capital sold 192 Vanguard Financials ETF shares in Q2 2022, an estimated $18K.
Solstein Capital first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 3 quarters.
Solstein Capital's Vanguard Financials ETF position peaked at $18K in Q1 2022.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Solstein Capital's 13F filing for Q2 2022, filed 9 Aug 2022.