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

Visionary 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
2022 Q4	–	Sell	-37,721	Closed	-$2.81M	–	446
2022 Q3	$2.81M	Buy	37,721 +1,877	+5%	+$153K	0.29%	92
2022 Q2	$2.77M	Buy	35,844 +3,581	+11%	+$302K	0.25%	102
2022 Q1	$3.01M	Buy	+32,263	New	+$3.09M	0.24%	102

Other funds holding VFH

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

Visionary Wealth Advisors's VFH Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 37,721 shares — an estimated $2.81M sold.

Visionary Wealth Advisors first reported a position in VFH in Q1 2022 and held it in 3 quarters. The position peaked at $3.01M in Q1 2022. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Visionary Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 37,721 Vanguard Financials ETF shares in Q4 2022, an estimated $2.81M.
Visionary Wealth Advisors first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 3 quarters.
Visionary Wealth Advisors's Vanguard Financials ETF position peaked at $3.01M in Q1 2022.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.