IP
VFH icon

Intellectus Partners’s Vanguard Financials ETF VFH Stock Holding History

Intellectus Partners’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
-106
Closed -$7K – 393
2019
Q1 		$7K Buy
+106
New +$6.88K ﹤0.01% 377
2018
Q4 		– Sell
-806
Closed -$56K – 522
2018
Q3 		$56K Hold
806
– – 0.02% 337
2018
Q2 		$55K Hold
806
– – 0.02% 328
2018
Q1 		$56K Hold
806
– – 0.02% 325
2017
Q4 		$56K Hold
806
– – 0.02% 320
2017
Q3 		$53K Hold
806
– – 0.02% 379
2017
Q2 		$51K Hold
806
– – 0.02% 368
2017
Q1 		$49K Buy
806
+57
+8% +$3.47K 0.03% 341
2016
Q4 		$44K Buy
+749
New +$40.9K 0.02% 342

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return