Sonora Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Sonora Investment 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
2021 Q3	$188K	Buy	2,026 +115	+6%	+$10.6K	0.02%	210
2021 Q2	$173K	Buy	1,911 +311	+19%	+$28.1K	0.02%	211
2021 Q1	$135K	Buy	1,600 +500	+45%	+$39.9K	0.01%	347
2020 Q4	$80K	Hold	1,100	–	–	0.01%	476
2020 Q3	$64K	Hold	1,100	–	–	0.01%	497
2020 Q2	$63K	Hold	1,100	–	–	0.01%	438
2020 Q1	$56K	Hold	1,100	–	–	0.01%	433
2019 Q4	$84K	Hold	1,100	–	–	0.01%	380
2019 Q3	$77K	Hold	1,100	–	–	0.01%	397
2019 Q2	$76K	Hold	1,100	–	–	0.01%	403
2019 Q1	$71K	Hold	1,100	–	–	0.01%	397
2018 Q4	$65K	Hold	1,100	–	–	0.01%	348
2018 Q3	$76K	Buy	1,100 +600	+120%	+$42.4K	0.01%	326
2018 Q2	$34K	Hold	500	–	–	0.01%	474
2018 Q1	$34.7K	Hold	500	–	–	0.01%	451
2017 Q4	$35K	Buy	+500	New	+$33.9K	0.01%	454

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's VFH Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard Financials ETF (VFH) stake by 6% in Q3 2021, buying an estimated $10.6K and bringing the position to 2,026 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #210.

Sonora Investment Management first reported a position in VFH in Q4 2017 and has held it in 16 quarters since. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

Sonora Investment Management held 2,026 shares of Vanguard Financials ETF worth $188K as of Q3 2021.
Sonora Investment Management bought 115 Vanguard Financials ETF shares in Q3 2021, an estimated $10.6K.
Vanguard Financials ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #210 holding.
Sonora Investment Management first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 16 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.