True Capital Management’s Vanguard Financials ETF VFH Stock Holding History

True Capital 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	$369K	Buy	4,740 +58	+1%	+$4.91K	0.25%	76
2022 Q4	$387K	Buy	+4,682	New	+$387K	0.31%	69

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

True Capital Management's VFH Position: Q1 2023 in Review

True Capital Management increased its Vanguard Financials ETF (VFH) stake by 1.2% in Q1 2023, buying an estimated $4.91K and bringing the position to 4,740 shares worth $369K. The position accounts for 0.25% of the portfolio, ranked #76.

True Capital Management first reported a position in VFH in Q4 2022 and has held it in 2 quarters since. The position peaked at $387K in Q4 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

True Capital Management held 4,740 shares of Vanguard Financials ETF worth $369K as of Q1 2023.
True Capital Management bought 58 Vanguard Financials ETF shares in Q1 2023, an estimated $4.91K.
Vanguard Financials ETF made up 0.25% of True Capital Management's portfolio in Q1 2023, its #76 holding.
True Capital Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 2 quarters since.
True Capital Management's Vanguard Financials ETF position peaked at $387K in Q4 2022.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.