AIM
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Advantage Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Advantage Investment Management’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
Q2 		– Sell
-35
Closed -$2K – 1040
2018
Q1 		$2K Buy
+35
New +$2.52K ﹤0.01% 928

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

Advantage Investment Management's VFH Position: Q2 2018 in Review

Advantage Investment Management sold out of Vanguard Financials ETF (VFH) in Q2 2018, closing a stake of 35 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in VFH in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 357 funds tracked by Wall St. Rank hold VFH as of Q2 2018.

  • Advantage Investment Management reported no remaining Vanguard Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Advantage Investment Management sold 35 Vanguard Financials ETF shares in Q2 2018, an estimated $2K.
  • Advantage Investment Management first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 1 quarter.
  • Advantage Investment Management's Vanguard Financials ETF position peaked at $2K in Q1 2018.
  • 357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2018.

Based on Advantage Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.