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Johanson Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-187
Closed -$14.2K – 238
2019
Q4 		$14.2K Buy
+187
New +$13.6K 0.01% 238

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Johanson Financial Advisors's VFH Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2020, closing a stake of 187 shares — an estimated $14.2K sold.

Johanson Financial Advisors first reported a position in VFH in Q4 2019 and held it in 1 quarter. The position peaked at $14.2K in Q4 2019. 347 funds tracked by Wall St. Rank hold VFH as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Vanguard Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 187 Vanguard Financials ETF shares in Q1 2020, an estimated $14.2K.
  • Johanson Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Vanguard Financials ETF position peaked at $14.2K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.