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SFS
Sowell Financial Services’s
Vanguard Financials ETF
VFH
Stock Holding History
Sowell Financial Services’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
Q3
–
Sell
-22,505
Closed
-$4.41M
–
454
2022
Q2
$4.41M
Buy
+22,505
New
+$1.9M
0.41%
57
2022
Q1
–
Sell
-10,362
Closed
-$1M
–
508
2021
Q4
$1M
Sell
10,362
-44
-0.4%
-$4.29K
0.06%
332
2021
Q3
$970K
Buy
+10,406
New
+$960K
0.07%
300
2021
Q2
–
Sell
-10,128
Closed
-$939K
–
2654
2021
Q1
$939K
Buy
10,128
+8,416
+492%
+$671K
0.03%
433
2020
Q4
$125K
Buy
1,712
+159
+10%
+$10.5K
0.01%
1064
2020
Q3
$91K
Buy
1,553
+168
+12%
+$9.99K
﹤0.01%
1003
2020
Q2
$79K
Buy
+1,385
New
+$77K
﹤0.01%
1037
2020
Q1
–
Sell
-5,543
Closed
-$423K
–
2712
2019
Q4
$423K
Buy
5,543
+5,469
+7,391%
+$399K
0.03%
496
2019
Q3
$5K
Buy
+74
New
+$5.11K
﹤0.01%
1785
2018
Q3
–
Sell
-2,954
Closed
-$207K
–
451
2018
Q2
$207K
Buy
+2,954
New
+$206K
0.04%
268
2017
Q4
–
Sell
-13,991
Closed
-$939K
–
276
2017
Q3
$939K
Sell
13,991
-1,401
-9%
-$88.4K
0.24%
92
2017
Q2
$984K
Buy
+15,392
New
+$930K
0.28%
81
2017
Q1
–
Sell
-12,346
Closed
-$770K
–
558
2016
Q4
$770K
Buy
+12,346
New
+$674K
0.26%
94
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
RJFSA
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$75B AUM
31.89%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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