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Lowe Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Lowe Wealth 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
2015
Q2 		– Sell
-37
Closed -$2K – 239
2015
Q1 		$2K Buy
+37
New +$1.81K ﹤0.01% 198

Other funds holding VFH

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Lowe Wealth Advisors's VFH Position: Q2 2015 in Review

Lowe Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2015, closing a stake of 37 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in VFH in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 128 funds tracked by Wall St. Rank hold VFH as of Q2 2015.

  • Lowe Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q2 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 37 Vanguard Financials ETF shares in Q2 2015, an estimated $2K.
  • Lowe Wealth Advisors first reported a position in Vanguard Financials ETF in Q1 2015 and held it in 1 quarter.
  • Lowe Wealth Advisors's Vanguard Financials ETF position peaked at $2K in Q1 2015.
  • 128 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2015.

Based on Lowe Wealth Advisors's 13F filing for Q2 2015, filed 4 Dec 2015.