KJWM
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Kiley Juergens Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-404
Closed -$28K – 624
2018
Q3 		$28K Buy
+404
New +$28.6K 0.02% 316

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiley Juergens Wealth Management's VFH Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 404 shares — an estimated $28K sold.

Kiley Juergens Wealth Management first reported a position in VFH in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 404 Vanguard Financials ETF shares in Q4 2018, an estimated $28K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Vanguard Financials ETF position peaked at $28K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.