Elm Advisors’s Vanguard Financials ETF VFH Stock Holding History

Elm 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
2021 Q1	–	Sell	-330	Closed	-$24K	–	244
2020 Q4	$24K	Buy	+330	New	+$21.8K	0.01%	194
2018 Q4	–	Sell	-500	Closed	-$35K	–	256
2018 Q3	$35K	Buy	+500	New	+$35.3K	0.02%	186

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Elm Advisors's VFH Position: Q1 2021 in Review

Elm Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2021, closing a stake of 330 shares — an estimated $24K sold.

Elm Advisors first reported a position in VFH in Q3 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 495 funds tracked by Wall St. Rank hold VFH as of Q1 2021.

Elm Advisors reported no remaining Vanguard Financials ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 330 Vanguard Financials ETF shares in Q1 2021, an estimated $24K.
Elm Advisors first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's Vanguard Financials ETF position peaked at $35K in Q3 2018.
495 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.