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Wellspring Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Wellspring Financial 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
Q2 		– Sell
-1,621
Closed -$151K – 140
2022
Q1 		$151K Buy
+1,621
New +$155K 0.04% 106

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellspring Financial Advisors's VFH Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 1,621 shares — an estimated $151K sold.

Wellspring Financial Advisors first reported a position in VFH in Q1 2022 and held it in 1 quarter. The position peaked at $151K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Wellspring Financial Advisors reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,621 Vanguard Financials ETF shares in Q2 2022, an estimated $151K.
  • Wellspring Financial Advisors first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's Vanguard Financials ETF position peaked at $151K in Q1 2022.
  • 564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.