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Valtinson Bruner Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

Valtinson Bruner Financial Planning’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 		– Sell
-2,461
Closed -$210K – 117
2022
Q4 		$210K Sell
2,461
-489
-17% -$40.4K 0.12% 109
2022
Q3 		$220K Sell
2,950
-298
-9% -$24.2K 0.14% 93
2022
Q2 		$251K Buy
+3,248
New +$274K 0.15% 86

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valtinson Bruner Financial Planning's VFH Position: Q1 2023 in Review

Valtinson Bruner Financial Planning sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 2,461 shares — an estimated $210K sold.

Valtinson Bruner Financial Planning first reported a position in VFH in Q2 2022 and held it in 3 quarters. The position peaked at $251K in Q2 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Valtinson Bruner Financial Planning reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 2,461 Vanguard Financials ETF shares in Q1 2023, an estimated $210K.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 3 quarters.
  • Valtinson Bruner Financial Planning's Vanguard Financials ETF position peaked at $251K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2023, filed 5 May 2023.