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Global Wealth Management Investment Advisory’s Vanguard Financials ETF VFH Stock Holding History

Global Wealth Management Investment 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
2020
Q2 		– Sell
-62
Closed -$3K – 685
2020
Q1 		$3K Buy
+62
New +$4.22K ﹤0.01% 485

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 13.96% 1-Year Est. Return

Global Wealth Management Investment Advisory's VFH Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Financials ETF (VFH) in Q2 2020, closing a stake of 62 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in VFH in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 358 funds tracked by Wall St. Rank hold VFH as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Vanguard Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 62 Vanguard Financials ETF shares in Q2 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Financials ETF in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Vanguard Financials ETF position peaked at $3K in Q1 2020.
  • 358 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.