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TPB Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

TPB 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
2022
Q1 		– Sell
-2,073
Closed -$200K – 49
2021
Q4 		$200K Buy
+2,073
New +$202K 0.1% 49

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

TPB Wealth Advisors's VFH Position: Q1 2022 in Review

TPB Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 2,073 shares — an estimated $200K sold.

TPB Wealth Advisors first reported a position in VFH in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

  • TPB Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
  • TPB Wealth Advisors sold 2,073 Vanguard Financials ETF shares in Q1 2022, an estimated $200K.
  • TPB Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 1 quarter.
  • TPB Wealth Advisors's Vanguard Financials ETF position peaked at $200K in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on TPB Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.