Live Your Vision’s Vanguard Financials ETF VFH Stock Holding History

Live Your Vision’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 Q2	–	Sell	-56	Closed	-$4K	–	335
2018 Q1	$4K	Hold	56	–	–	﹤0.01%	227
2017 Q4	$4K	Hold	56	–	–	﹤0.01%	223
2017 Q3	$4K	Sell	56 -112	-67%	-$7.06K	﹤0.01%	227
2017 Q2	$11K	Hold	168	–	–	﹤0.01%	178
2017 Q1	$10K	Buy	+168	New	+$10.2K	﹤0.01%	195

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Live Your Vision's VFH Position: Q2 2018 in Review

Live Your Vision sold out of Vanguard Financials ETF (VFH) in Q2 2018, closing a stake of 56 shares — an estimated $4K sold.

Live Your Vision first reported a position in VFH in Q1 2017 and held it in 5 quarters. The position peaked at $11K in Q2 2017. 357 funds tracked by Wall St. Rank hold VFH as of Q2 2018.

Live Your Vision reported no remaining Vanguard Financials ETF position as of Q2 2018 after selling out during the quarter.
Live Your Vision sold 56 Vanguard Financials ETF shares in Q2 2018, an estimated $4K.
Live Your Vision first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 5 quarters.
Live Your Vision's Vanguard Financials ETF position peaked at $11K in Q2 2017.
357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2018.

Based on Live Your Vision's 13F filing for Q2 2018, filed 16 Jul 2018.