WFO
VFH icon

Wealthgate Family Office’s Vanguard Financials ETF VFH Stock Holding History

Wealthgate Family Office’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
2021
Q4 		– Sell
-757
Closed -$71K – 58
2021
Q3 		$71K Buy
+757
New +$69.8K 0.11% 35

Other funds holding VFH

Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthgate Family Office's VFH Position: Q4 2021 in Review

Wealthgate Family Office sold out of Vanguard Financials ETF (VFH) in Q4 2021, closing a stake of 757 shares — an estimated $71K sold.

Wealthgate Family Office first reported a position in VFH in Q3 2021 and held it in 1 quarter. The position peaked at $71K in Q3 2021. 605 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

  • Wealthgate Family Office reported no remaining Vanguard Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 757 Vanguard Financials ETF shares in Q4 2021, an estimated $71K.
  • Wealthgate Family Office first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's Vanguard Financials ETF position peaked at $71K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.