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Wulff, Hansen & Co’s Vanguard Financials ETF VFH Stock Holding History

Wulff, Hansen & Co’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
-3,500
Closed -$327K – 92
2022
Q1 		$327K Buy
+3,500
New +$335K 0.31% 72

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

Wulff, Hansen & Co's VFH Position: Q2 2022 in Review

Wulff, Hansen & Co sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 3,500 shares — an estimated $327K sold.

Wulff, Hansen & Co first reported a position in VFH in Q1 2022 and held it in 1 quarter. The position peaked at $327K in Q1 2022. 565 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Wulff, Hansen & Co reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Wulff, Hansen & Co sold 3,500 Vanguard Financials ETF shares in Q2 2022, an estimated $327K.
  • Wulff, Hansen & Co first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 1 quarter.
  • Wulff, Hansen & Co's Vanguard Financials ETF position peaked at $327K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Wulff, Hansen & Co's 13F filing for Q2 2022, filed 26 Jul 2022.