Tower View Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Tower View 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
2023 Q1	–	Sell	-153	Closed	-$13K	–	165
2022 Q4	$13K	Buy	153 +2	+1%	+$165	0.01%	114
2022 Q3	$11K	Hold	151	–	–	0.01%	116
2022 Q2	$12K	Buy	151 +1	+0.7%	+$84	0.01%	112
2022 Q1	$14K	Hold	150	–	–	0.01%	137
2021 Q4	$14K	Hold	150	–	–	0.01%	137
2021 Q3	$14K	Buy	+150	New	+$13.8K	0.01%	155
2020 Q1	–	Sell	-221	Closed	-$17K	–	139
2019 Q4	$17K	Buy	221 +3	+1%	+$219	0.01%	106
2019 Q3	$15K	Hold	218	–	–	0.01%	104
2019 Q2	$15K	Hold	218	–	–	0.01%	102
2019 Q1	$14K	Hold	218	–	–	0.01%	102
2018 Q4	$13K	Hold	218	–	–	0.01%	106
2018 Q3	$15K	Buy	+218	New	+$15.4K	0.01%	122

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

Tower View Wealth Management's VFH Position: Q1 2023 in Review

Tower View Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 153 shares — an estimated $13K sold.

Tower View Wealth Management first reported a position in VFH in Q3 2018 and held it in 12 quarters. The position peaked at $17K in Q4 2019. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Tower View Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Tower View Wealth Management sold 153 Vanguard Financials ETF shares in Q1 2023, an estimated $13K.
Tower View Wealth Management first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 12 quarters.
Tower View Wealth Management's Vanguard Financials ETF position peaked at $17K in Q4 2019.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Tower View Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.