Global Financial Private Capital’s Vanguard Financials ETF VFH Stock Holding History

Global Financial Private Capital’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	-3,551	Closed	-$229K	–	552
2019 Q1	$229K	Buy	+3,551	New	+$230K	0.01%	345
2018 Q2	–	Sell	-4,046	Closed	-$281K	–	593
2018 Q1	$281K	Sell	4,046 -140	-3%	-$10.1K	0.01%	455
2017 Q4	$293K	Buy	4,186 +476	+13%	+$32.3K	0.01%	434
2017 Q3	$242K	Buy	+3,710	New	+$234K	0.01%	428

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

Global Financial Private Capital's VFH Position: Q2 2019 in Review

Global Financial Private Capital sold out of Vanguard Financials ETF (VFH) in Q2 2019, closing a stake of 3,551 shares — an estimated $229K sold.

Global Financial Private Capital first reported a position in VFH in Q3 2017 and held it in 4 quarters. The position peaked at $293K in Q4 2017. 364 funds tracked by Wall St. Rank hold VFH as of Q2 2019.

Global Financial Private Capital reported no remaining Vanguard Financials ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 3,551 Vanguard Financials ETF shares in Q2 2019, an estimated $229K.
Global Financial Private Capital first reported a position in Vanguard Financials ETF in Q3 2017 and held it in 4 quarters.
Global Financial Private Capital's Vanguard Financials ETF position peaked at $293K in Q4 2017.
364 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.