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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 – 2649
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 – 2702
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 – 554
2016
Q4 		$770K Buy
+12,346
New +$674K 0.26% 94

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's VFH Position: Q3 2022 in Review

Sowell Financial Services sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 22,505 shares — an estimated $4.41M sold.

Sowell Financial Services first reported a position in VFH in Q4 2016 and held it in 13 quarters. The position peaked at $4.41M in Q2 2022. 546 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

  • Sowell Financial Services reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Sowell Financial Services sold 22,505 Vanguard Financials ETF shares in Q3 2022, an estimated $4.41M.
  • Sowell Financial Services first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 13 quarters.
  • Sowell Financial Services's Vanguard Financials ETF position peaked at $4.41M in Q2 2022.
  • 546 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Sowell Financial Services's 13F filing for Q3 2022, filed 15 Nov 2022.