JWM
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Jeppson Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-150
Closed -$9K – 440
2020
Q3 		$9K Buy
+150
New +$8.92K 0.01% 405

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Jeppson Wealth Management's VFH Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vanguard Financials ETF (VFH) in Q4 2020, closing a stake of 150 shares — an estimated $9K sold.

Jeppson Wealth Management first reported a position in VFH in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 442 funds tracked by Wall St. Rank hold VFH as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vanguard Financials ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 150 Vanguard Financials ETF shares in Q4 2020, an estimated $9K.
  • Jeppson Wealth Management first reported a position in Vanguard Financials ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vanguard Financials ETF position peaked at $9K in Q3 2020.
  • 442 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.