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Good Life Advisors’s Vanguard Financials ETF VFH Stock Holding History

Good Life Advisors’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
-3,937
Closed -$201K – 269
2020
Q1 		$201K Sell
3,937
-1,090
-22% -$74.2K 0.07% 195
2019
Q4 		$383K Sell
5,027
-731
-13% -$53.3K 0.11% 152
2019
Q3 		$407K Sell
5,758
-1,064
-16% -$73.5K 0.13% 134
2019
Q2 		$472K Sell
6,822
-74
-1% -$5.02K 0.14% 121
2019
Q1 		$444K Buy
6,896
+217
+3% +$14.1K 0.13% 130
2018
Q4 		$396K Sell
6,679
-2,101
-24% -$136K 0.13% 132
2018
Q3 		$610K Sell
8,780
-487
-5% -$34.4K 0.18% 103
2018
Q2 		$626K Sell
9,267
-526
-5% -$36.7K 0.2% 89
2018
Q1 		$677K Buy
9,793
+104
+1% +$7.5K 0.23% 76
2017
Q4 		$687K Buy
9,689
+648
+7% +$43.9K 0.21% 76
2017
Q3 		$599K Buy
9,041
+971
+12% +$61.2K 0.23% 72
2017
Q2 		$512K Buy
8,070
+1,146
+17% +$69.2K 0.22% 79
2017
Q1 		$413K Buy
+6,924
New +$422K 0.2% 95

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 15.91% 1-Year Est. Return

Good Life Advisors's VFH Position: Q2 2020 in Review

Good Life Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2020, closing a stake of 3,937 shares — an estimated $201K sold.

Good Life Advisors first reported a position in VFH in Q1 2017 and held it in 13 quarters. The position peaked at $687K in Q4 2017. 358 funds tracked by Wall St. Rank hold VFH as of Q2 2020.

  • Good Life Advisors reported no remaining Vanguard Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Good Life Advisors sold 3,937 Vanguard Financials ETF shares in Q2 2020, an estimated $201K.
  • Good Life Advisors first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 13 quarters.
  • Good Life Advisors's Vanguard Financials ETF position peaked at $687K in Q4 2017.
  • 358 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2020.

Based on Good Life Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.