Total Clarity Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-125	Closed	-$10K	–	950
2022 Q2	$10K	Buy	+125	New	+$10.6K	0.01%	678
2022 Q1	–	Sell	-4,072	Closed	-$393K	–	888
2021 Q4	$393K	Sell	4,072 -164	-4%	-$16K	0.18%	128
2021 Q3	$392K	Sell	4,236 -438	-9%	-$40.4K	0.19%	127
2021 Q2	$423K	Sell	4,674 -291	-6%	-$26.3K	0.24%	118
2021 Q1	$420K	Buy	+4,965	New	+$396K	0.24%	103

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Total Clarity Wealth Management's VFH Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 125 shares — an estimated $10K sold.

Total Clarity Wealth Management first reported a position in VFH in Q1 2021 and held it in 5 quarters. The position peaked at $423K in Q2 2021. 544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

Total Clarity Wealth Management reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 125 Vanguard Financials ETF shares in Q3 2022, an estimated $10K.
Total Clarity Wealth Management first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 5 quarters.
Total Clarity Wealth Management's Vanguard Financials ETF position peaked at $423K in Q2 2021.
544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.