Financial Services Advisory’s Vanguard Financials ETF VFH Stock Holding History

Financial Services Advisory’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	-74,036	Closed	-$5.14M	–	25
2018 Q1	$5.14M	Sell	74,036 -4,155	-5%	-$300K	5.48%	8
2017 Q4	$5.48M	Buy	+78,191	New	+$5.3M	4.03%	9

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Financial Services Advisory's VFH Position: Q2 2018 in Review

Financial Services Advisory sold out of Vanguard Financials ETF (VFH) in Q2 2018, closing a stake of 74,036 shares — an estimated $5.14M sold.

Financial Services Advisory first reported a position in VFH in Q4 2017 and held it in 2 quarters. The position peaked at $5.48M in Q4 2017. 356 funds tracked by Wall St. Rank hold VFH as of Q2 2018.

Financial Services Advisory reported no remaining Vanguard Financials ETF position as of Q2 2018 after selling out during the quarter.
Financial Services Advisory sold 74,036 Vanguard Financials ETF shares in Q2 2018, an estimated $5.14M.
Financial Services Advisory first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 2 quarters.
Financial Services Advisory's Vanguard Financials ETF position peaked at $5.48M in Q4 2017.
356 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2018.

Based on Financial Services Advisory's 13F filing for Q2 2018, filed 6 Jul 2018.