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Glovista Investments’s Vanguard Financials ETF VFH Stock Holding History

Glovista Investments’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
Q4 		– Sell
-58,444
Closed -$4.05M – 106
2018
Q3 		$4.05M Sell
58,444
-391,469
-87% -$27.7M 1.05% 28
2018
Q2 		$30.3M Buy
+449,913
New +$31.4M 7.45% 2
2018
Q1 		– Sell
-24,656
Closed -$1.73M – 99
2017
Q4 		$1.73M Buy
+24,656
New +$1.67M 0.34% 39

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glovista Investments's VFH Position: Q4 2018 in Review

Glovista Investments sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 58,444 shares — an estimated $4.05M sold.

Glovista Investments first reported a position in VFH in Q4 2017 and held it in 3 quarters. The position peaked at $30.3M in Q2 2018. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

  • Glovista Investments reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Glovista Investments sold 58,444 Vanguard Financials ETF shares in Q4 2018, an estimated $4.05M.
  • Glovista Investments first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 3 quarters.
  • Glovista Investments's Vanguard Financials ETF position peaked at $30.3M in Q2 2018.
  • 378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Glovista Investments's 13F filing for Q4 2018, filed 13 Feb 2019.