LFS
VFH icon

Legacy Financial Strategies’s Vanguard Financials ETF VFH Stock Holding History

Legacy Financial Strategies’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
Q3 		– Sell
-6,563
Closed -$443K – 86
2018
Q2 		$443K Buy
6,563
+197
+3% +$13.8K 0.4% 57
2018
Q1 		$442K Buy
6,366
+454
+8% +$32.7K 0.43% 45
2017
Q4 		$414K Buy
+5,912
New +$401K 0.44% 43

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
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
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

Legacy Financial Strategies's VFH Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Vanguard Financials ETF (VFH) in Q3 2018, closing a stake of 6,563 shares — an estimated $443K sold.

Legacy Financial Strategies first reported a position in VFH in Q4 2017 and held it in 3 quarters. The position peaked at $443K in Q2 2018. 373 funds tracked by Wall St. Rank hold VFH as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Financials ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 6,563 Vanguard Financials ETF shares in Q3 2018, an estimated $443K.
  • Legacy Financial Strategies first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Vanguard Financials ETF position peaked at $443K in Q2 2018.
  • 373 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.