Frontier Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Frontier Wealth 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
2019 Q2	–	Sell	-4,676	Closed	-$302K	–	371
2019 Q1	$302K	Sell	4,676 -1,356	-22%	-$87.9K	0.04%	271
2018 Q4	$358K	Sell	6,032 -2,031	-25%	-$132K	0.05%	242
2018 Q3	$559K	Buy	8,063 +2,834	+54%	+$200K	0.05%	214
2018 Q2	$353K	Buy	+5,229	New	+$365K	0.05%	266

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Frontier Wealth Management's VFH Position: Q2 2019 in Review

Frontier Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2019, closing a stake of 4,676 shares — an estimated $302K sold.

Frontier Wealth Management first reported a position in VFH in Q2 2018 and held it in 4 quarters. The position peaked at $559K in Q3 2018. 364 funds tracked by Wall St. Rank hold VFH as of Q2 2019.

Frontier Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2019 after selling out during the quarter.
Frontier Wealth Management sold 4,676 Vanguard Financials ETF shares in Q2 2019, an estimated $302K.
Frontier Wealth Management first reported a position in Vanguard Financials ETF in Q2 2018 and held it in 4 quarters.
Frontier Wealth Management's Vanguard Financials ETF position peaked at $559K in Q3 2018.
364 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.