OBWP
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O'Brien Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

O'Brien Wealth Partners’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
-349
Closed -$24K – 191
2018
Q3 		$24K Buy
+349
New +$24.7K 0.02% 95

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Brien Wealth Partners's VFH Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 349 shares — an estimated $24K sold.

O'Brien Wealth Partners first reported a position in VFH in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 349 Vanguard Financials ETF shares in Q4 2018, an estimated $24K.
  • O'Brien Wealth Partners first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard Financials ETF position peaked at $24K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.