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Capital Directions Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Capital Directions Investment 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
2017
Q3 		– Sell
-89
Closed -$6K – 117
2017
Q2 		$6K Buy
+89
New +$5.38K ﹤0.01% 94

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $4.02B AUM 20% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Directions Investment Advisors's VFH Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2017, closing a stake of 89 shares — an estimated $6K sold.

Capital Directions Investment Advisors first reported a position in VFH in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 275 funds tracked by Wall St. Rank hold VFH as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining Vanguard Financials ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 89 Vanguard Financials ETF shares in Q3 2017, an estimated $6K.
  • Capital Directions Investment Advisors first reported a position in Vanguard Financials ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Vanguard Financials ETF position peaked at $6K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.