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

V 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
2023 Q3	–	Sell	-2,537	Closed	-$206K	–	358
2023 Q2	$206K	Buy	+2,537	New	+$199K	0.03%	360
2023 Q1	–	Sell	-2,695	Closed	-$223K	–	400
2022 Q4	$223K	Hold	2,695	–	–	0.05%	322
2022 Q3	$201K	Hold	2,695	–	–	0.04%	349
2022 Q2	$208K	Hold	2,695	–	–	0.04%	382
2022 Q1	$252K	Hold	2,695	–	–	0.04%	378
2021 Q4	$260K	Sell	2,695 -11	-0.4%	-$1.07K	0.04%	381
2021 Q3	$251K	Buy	2,706 +18	+0.7%	+$1.66K	0.04%	389
2021 Q2	$243K	Buy	+2,688	New	+$243K	0.04%	409

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's VFH Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2023, closing a stake of 2,537 shares — an estimated $206K sold.

V Wealth Advisors first reported a position in VFH in Q2 2021 and held it in 8 quarters. The position peaked at $260K in Q4 2021. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

V Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,537 Vanguard Financials ETF shares in Q3 2023, an estimated $206K.
V Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2021 and held it in 8 quarters.
V Wealth Advisors's Vanguard Financials ETF position peaked at $260K in Q4 2021.
547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.