Ten Capital Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$161K	Sell	1,973 -1	-0.1%	-$78	0.05%	150
2023 Q1	$154K	Hold	1,974	–	–	0.05%	128
2022 Q4	$163K	Buy	1,974 +1	+0.1%	+$83	0.07%	98
2022 Q3	$147K	Hold	1,973	–	–	0.07%	96
2022 Q2	$152K	Sell	1,973 -187	-9%	-$15.8K	0.07%	96
2022 Q1	$202K	Hold	2,160	–	–	0.08%	80
2021 Q4	$209K	Buy	2,160 +200	+10%	+$19.5K	0.09%	68
2021 Q3	$182K	Sell	1,960 -8,589	-81%	-$792K	0.09%	75
2021 Q2	$954K	Buy	10,549 +205	+2%	+$18.5K	0.22%	77
2021 Q1	$874K	Sell	10,344 -175	-2%	-$14K	0.21%	75
2020 Q4	$766K	Buy	10,519 +1,884	+22%	+$124K	0.21%	74
2020 Q3	$505K	Buy	+8,635	New	+$513K	0.17%	73

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Ten Capital Wealth Advisors's VFH Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Vanguard Financials ETF (VFH) stake by 0.05% in Q2 2023, selling an estimated $78 and leaving 1,973 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #150.

Ten Capital Wealth Advisors first reported a position in VFH in Q3 2020 and has held it in 12 quarters since. The position peaked at $954K in Q2 2021. 533 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

Ten Capital Wealth Advisors held 1,973 shares of Vanguard Financials ETF worth $161K as of Q2 2023.
Ten Capital Wealth Advisors sold 1 Vanguard Financials ETF share in Q2 2023, an estimated $78.
Vanguard Financials ETF made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #150 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's Vanguard Financials ETF position peaked at $954K in Q2 2021.
533 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.