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JOYN Advisors’s Vanguard Financials ETF VFH Stock Holding History

JOYN 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
2019
Q1 		– Sell
-35
Closed -$2K – 1358
2018
Q4 		$2K Hold
35
– – ﹤0.01% 1536
2018
Q3 		$2K Hold
35
– – ﹤0.01% 1501
2018
Q2 		$2K Buy
+35
New +$2.44K ﹤0.01% 1467

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JOYN Advisors's VFH Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2019, closing a stake of 35 shares — an estimated $2K sold.

JOYN Advisors first reported a position in VFH in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

  • JOYN Advisors reported no remaining Vanguard Financials ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 35 Vanguard Financials ETF shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in Vanguard Financials ETF in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Vanguard Financials ETF position peaked at $2K in Q4 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.