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

Gupta 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
2016
Q1 		$96K Buy
+2,075
New +$92.1K 0.02% 334
2015
Q4 		– Sell
-400
Closed -$19K – 1365
2015
Q3 		$19K Buy
400
+200
+100% +$9.83K ﹤0.01% 704
2015
Q2 		$10K Buy
+200
New +$10K ﹤0.01% 902

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gupta Wealth Management's VFH Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Vanguard Financials ETF (VFH) in Q1 2016: 2,075 shares worth $96K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in VFH as recently as Q3 2015.

Gupta Wealth Management first reported a position in VFH in Q2 2015 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold VFH as of Q1 2016.

  • Gupta Wealth Management held 2,075 shares of Vanguard Financials ETF worth $96K as of Q1 2016.
  • Vanguard Financials ETF was a new Gupta Wealth Management position in Q1 2016.
  • Vanguard Financials ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #334 holding.
  • Gupta Wealth Management first reported a position in Vanguard Financials ETF in Q2 2015 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.