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Firestone Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Firestone Capital Management’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
Q2 		– Sell
-467
Closed -$24K – 457
2020
Q1 		$24K Buy
467
+3
+0.6% +$204 0.01% 239
2019
Q4 		$35K Buy
+464
New +$33.9K 0.01% 245

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Firestone Capital Management's VFH Position: Q2 2020 in Review

Firestone Capital Management sold out of Vanguard Financials ETF (VFH) in Q2 2020, closing a stake of 467 shares — an estimated $24K sold.

Firestone Capital Management first reported a position in VFH in Q4 2019 and held it in 2 quarters. The position peaked at $35K in Q4 2019. 358 funds tracked by Wall St. Rank hold VFH as of Q2 2020.

  • Firestone Capital Management reported no remaining Vanguard Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Firestone Capital Management sold 467 Vanguard Financials ETF shares in Q2 2020, an estimated $24K.
  • Firestone Capital Management first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 2 quarters.
  • Firestone Capital Management's Vanguard Financials ETF position peaked at $35K in Q4 2019.
  • 358 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2020.

Based on Firestone Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.