Harfst & Associates’s Vanguard Financials ETF VFH Stock Holding History

Harfst & Associates’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	-3,400	Closed	-$219K	–	97
2019 Q1	$219K	Hold	3,400	–	–	0.09%	93
2018 Q4	$201K	Hold	3,400	–	–	0.1%	87
2018 Q3	$235K	Hold	3,400	–	–	0.1%	79
2018 Q2	$229K	Hold	3,400	–	–	0.1%	75
2018 Q1	$236K	Hold	3,400	–	–	0.1%	76
2017 Q4	$238K	Hold	3,400	–	–	0.1%	74
2017 Q3	$222K	Hold	3,400	–	–	0.09%	80
2017 Q2	$212K	Hold	3,400	–	–	0.09%	81
2017 Q1	$205K	Buy	+3,400	New	+$207K	0.09%	69

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 $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Harfst & Associates's VFH Position: Q2 2019 in Review

Harfst & Associates sold out of Vanguard Financials ETF (VFH) in Q2 2019, closing a stake of 3,400 shares — an estimated $219K sold.

Harfst & Associates first reported a position in VFH in Q1 2017 and held it in 9 quarters. The position peaked at $238K in Q4 2017. 364 funds tracked by Wall St. Rank hold VFH as of Q2 2019.

Harfst & Associates reported no remaining Vanguard Financials ETF position as of Q2 2019 after selling out during the quarter.
Harfst & Associates sold 3,400 Vanguard Financials ETF shares in Q2 2019, an estimated $219K.
Harfst & Associates first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 9 quarters.
Harfst & Associates's Vanguard Financials ETF position peaked at $238K in Q4 2017.
364 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2019.

Based on Harfst & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.