Patten Group’s Vanguard Financials ETF VFH Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-342	Closed	-$20K	–	520
2018 Q4	$20K	Buy	+342	New	+$22.2K	0.01%	372

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

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Patten Group's VFH Position: Q1 2019 in Review

Patten Group sold out of Vanguard Financials ETF (VFH) in Q1 2019, closing a stake of 342 shares — an estimated $20K sold.

Patten Group first reported a position in VFH in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

Patten Group reported no remaining Vanguard Financials ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 342 Vanguard Financials ETF shares in Q1 2019, an estimated $20K.
Patten Group first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 1 quarter.
Patten Group's Vanguard Financials ETF position peaked at $20K in Q4 2018.
376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.