Anderson Hoagland & Co’s Vanguard Financials ETF VFH Stock Holding History

Anderson Hoagland & 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
2020 Q4	–	Sell	-15,570	Closed	-$891K	–	108
2020 Q3	$891K	Hold	15,570	–	–	0.43%	59
2020 Q2	$891K	Hold	15,570	–	–	0.42%	63
2020 Q1	$772K	Sell	15,570 -20,000	-56%	-$1.36M	0.48%	56
2019 Q4	$2.73M	Sell	35,570 -5,000	-12%	-$365K	1.54%	16
2019 Q3	$2.84M	Hold	40,570	–	–	1.72%	14
2019 Q2	$2.79M	Buy	40,570 +15,000	+59%	+$1.02M	1.73%	13
2019 Q1	$1.65M	Buy	25,570 +4,741	+23%	+$307K	0.99%	29
2018 Q4	$1.24M	Hold	20,829	–	–	0.88%	37
2018 Q3	$1.49M	Buy	20,829 +259	+1%	+$18.3K	0.84%	37
2018 Q2	$1.39M	Buy	20,570 +6,000	+41%	+$419K	0.77%	42
2018 Q1	$1.01M	Buy	+14,570	New	+$1.05M	0.58%	60
2017 Q3	–	Sell	-22,570	Closed	-$1.41M	–	98
2017 Q2	$1.41M	Buy	22,570 +6,670	+42%	+$403K	0.9%	45
2017 Q1	$961K	Buy	+15,900	New	+$969K	0.52%	73

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Anderson Hoagland & Co's VFH Position: Q4 2020 in Review

Anderson Hoagland & Co sold out of Vanguard Financials ETF (VFH) in Q4 2020, closing a stake of 15,570 shares — an estimated $891K sold.

Anderson Hoagland & Co first reported a position in VFH in Q1 2017 and held it in 13 quarters. The position peaked at $2.84M in Q3 2019. 442 funds tracked by Wall St. Rank hold VFH as of Q4 2020.

Anderson Hoagland & Co reported no remaining Vanguard Financials ETF position as of Q4 2020 after selling out during the quarter.
Anderson Hoagland & Co sold 15,570 Vanguard Financials ETF shares in Q4 2020, an estimated $891K.
Anderson Hoagland & Co first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 13 quarters.
Anderson Hoagland & Co's Vanguard Financials ETF position peaked at $2.84M in Q3 2019.
442 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2020.

Based on Anderson Hoagland & Co's 13F filing for Q4 2020, filed 3 Feb 2021.