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

Acorn 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
2018
Q3 		– Sell
-1,292
Closed -$88K – 429
2018
Q2 		$88K Hold
1,292
– – 0.07% 191
2018
Q1 		$91K Hold
1,292
– – 0.08% 185
2017
Q4 		$92K Buy
+1,292
New +$87.6K 0.08% 182

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Acorn Wealth Advisors's VFH Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2018, closing a stake of 1,292 shares — an estimated $88K sold.

Acorn Wealth Advisors first reported a position in VFH in Q4 2017 and held it in 3 quarters. The position peaked at $92K in Q4 2017. 373 funds tracked by Wall St. Rank hold VFH as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,292 Vanguard Financials ETF shares in Q3 2018, an estimated $88K.
  • Acorn Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Vanguard Financials ETF position peaked at $92K in Q4 2017.
  • 373 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.