HNP Capital’s Vanguard Financials ETF VFH Stock Holding History

HNP Capital’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	-4,690	Closed	-$242K	–	276
2020 Q1	$242K	Buy	+4,690	New	+$319K	0.04%	223

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HNP Capital's VFH Position: Q2 2020 in Review

HNP Capital sold out of Vanguard Financials ETF (VFH) in Q2 2020, closing a stake of 4,690 shares — an estimated $242K sold.

HNP Capital first reported a position in VFH in Q1 2020 and held it in 1 quarter. The position peaked at $242K in Q1 2020. 358 funds tracked by Wall St. Rank hold VFH as of Q2 2020.

HNP Capital reported no remaining Vanguard Financials ETF position as of Q2 2020 after selling out during the quarter.
HNP Capital sold 4,690 Vanguard Financials ETF shares in Q2 2020, an estimated $242K.
HNP Capital first reported a position in Vanguard Financials ETF in Q1 2020 and held it in 1 quarter.
HNP Capital's Vanguard Financials ETF position peaked at $242K in Q1 2020.
358 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2020.

Based on HNP Capital's 13F filing for Q2 2020, filed 6 Jul 2020.