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

Vigilant 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
2022 Q1	–	Sell	-575	Closed	-$56K	–	649
2021 Q4	$56K	Buy	+575	New	+$56K	﹤0.01%	304
2020 Q1	–	Sell	-96	Closed	-$7K	–	449
2019 Q4	$7K	Buy	+96	New	+$7.01K	﹤0.01%	438
2018 Q2	–	Sell	-53	Closed	-$4K	–	525
2018 Q1	$4K	Buy	+53	New	+$3.82K	﹤0.01%	409
2016 Q3	–	Sell	-400	Closed	-$19K	–	369
2016 Q2	$19K	Buy	+400	New	+$19K	﹤0.01%	235

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Vigilant Capital Management's VFH Position: Q1 2022 in Review

Vigilant Capital Management sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 575 shares — an estimated $56K sold.

Vigilant Capital Management first reported a position in VFH in Q2 2016 and held it in 4 quarters. The position peaked at $56K in Q4 2021. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

Vigilant Capital Management reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
Vigilant Capital Management sold 575 Vanguard Financials ETF shares in Q1 2022, an estimated $56K.
Vigilant Capital Management first reported a position in Vanguard Financials ETF in Q2 2016 and held it in 4 quarters.
Vigilant Capital Management's Vanguard Financials ETF position peaked at $56K in Q4 2021.
604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Vigilant Capital Management's 13F filing for Q1 2022, filed 7 Apr 2022.