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Ulland Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Ulland Investment 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
Q4 		– Sell
-100
Closed -$8K – 233
2023
Q3 		$8K Hold
100
– – 0.01% 175
2023
Q2 		$8K Hold
100
– – 0.01% 176
2023
Q1 		$8K Sell
100
-685
-87% -$57.9K 0.01% 166
2022
Q4 		$65K Hold
785
– – 0.08% 84
2022
Q3 		$58K Hold
785
– – 0.06% 89
2022
Q2 		$61K Sell
785
-3,940
-83% -$333K 0.06% 92
2022
Q1 		$441K Sell
4,725
-6,420
-58% -$615K 0.33% 45
2021
Q4 		$1.08M Buy
+11,145
New +$1.09M 0.69% 33

Other funds holding VFH

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
LPL Financial
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

Ulland Investment Advisors's VFH Position: Q4 2023 in Review

Ulland Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2023, closing a stake of 100 shares — an estimated $8K sold.

Ulland Investment Advisors first reported a position in VFH in Q4 2021 and held it in 8 quarters. The position peaked at $1.08M in Q4 2021. 592 funds tracked by Wall St. Rank hold VFH as of Q4 2023.

  • Ulland Investment Advisors reported no remaining Vanguard Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 100 Vanguard Financials ETF shares in Q4 2023, an estimated $8K.
  • Ulland Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 8 quarters.
  • Ulland Investment Advisors's Vanguard Financials ETF position peaked at $1.08M in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.