Stuart Chaussee & Associates’s Vanguard Financials ETF VFH Stock Holding History

Stuart Chaussee & Associates’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 Q1	–	Sell	-197	Closed	-$16.3K	–	151
2022 Q4	$16.3K	Hold	197	–	–	0.01%	81
2022 Q3	$15K	Hold	197	–	–	0.03%	74
2022 Q2	$15K	Hold	197	–	–	0.03%	80
2022 Q1	$18K	Hold	197	–	–	0.01%	89
2021 Q4	$19K	Hold	197	–	–	0.01%	88
2021 Q3	$18K	Hold	197	–	–	0.03%	73
2021 Q2	$18K	Sell	197 -21	-10%	-$1.9K	0.01%	78
2021 Q1	$18K	Buy	+218	New	+$17.4K	0.01%	87

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stuart Chaussee & Associates's VFH Position: Q1 2023 in Review

Stuart Chaussee & Associates sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 197 shares — an estimated $16.3K sold.

Stuart Chaussee & Associates first reported a position in VFH in Q1 2021 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Stuart Chaussee & Associates reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 197 Vanguard Financials ETF shares in Q1 2023, an estimated $16.3K.
Stuart Chaussee & Associates first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 8 quarters.
Stuart Chaussee & Associates's Vanguard Financials ETF position peaked at $19K in Q4 2021.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2023, filed 8 May 2023.