NVWM LLC’s Vanguard Financials ETF VFH Stock Holding History

NVWM LLC’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
2021 Q1	–	Sell	-470	Closed	-$34K	–	456
2020 Q4	$34K	Buy	+470	New	+$31K	0.01%	235

Other funds holding VFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NVWM LLC's VFH Position: Q1 2021 in Review

NVWM LLC sold out of Vanguard Financials ETF (VFH) in Q1 2021, closing a stake of 470 shares — an estimated $34K sold.

NVWM LLC first reported a position in VFH in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 495 funds tracked by Wall St. Rank hold VFH as of Q1 2021.

NVWM LLC reported no remaining Vanguard Financials ETF position as of Q1 2021 after selling out during the quarter.
NVWM LLC sold 470 Vanguard Financials ETF shares in Q1 2021, an estimated $34K.
NVWM LLC first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 1 quarter.
NVWM LLC's Vanguard Financials ETF position peaked at $34K in Q4 2020.
495 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2021.

Based on NVWM LLC's 13F filing for Q1 2021, filed 11 May 2021.