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Ford Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-164
Closed -$11K – 361
2017
Q4 		$11K Buy
+164
New +$11.1K 0.01% 212

Other funds holding VFH

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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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ford Financial Group's VFH Position: Q1 2018 in Review

Ford Financial Group sold out of Vanguard Financials ETF (VFH) in Q1 2018, closing a stake of 164 shares — an estimated $11K sold.

Ford Financial Group first reported a position in VFH in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 357 funds tracked by Wall St. Rank hold VFH as of Q1 2018.

  • Ford Financial Group reported no remaining Vanguard Financials ETF position as of Q1 2018 after selling out during the quarter.
  • Ford Financial Group sold 164 Vanguard Financials ETF shares in Q1 2018, an estimated $11K.
  • Ford Financial Group first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 1 quarter.
  • Ford Financial Group's Vanguard Financials ETF position peaked at $11K in Q4 2017.
  • 357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.