VWA
VFH icon

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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return