Claro Advisors’s Vanguard Financials ETF VFH Stock Holding History

Claro 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
2019 Q1	–	Sell	-25	Closed	-$2K	–	906
2018 Q4	$2K	Buy	+25	New	+$1.62K	﹤0.01%	947

Other funds holding VFH

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

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

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

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claro Advisors's VFH Position: Q1 2019 in Review

Claro Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2019, closing a stake of 25 shares — an estimated $2K sold.

Claro Advisors first reported a position in VFH in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

Claro Advisors reported no remaining Vanguard Financials ETF position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 25 Vanguard Financials ETF shares in Q1 2019, an estimated $2K.
Claro Advisors first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 1 quarter.
Claro Advisors's Vanguard Financials ETF position peaked at $2K in Q4 2018.
376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.