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Piershale Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Piershale Financial 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
2016
Q1 		– Sell
-346
Closed -$17K – 208
2015
Q4 		$17K Buy
+346
New +$16.9K 0.01% 87

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Piershale Financial Group's VFH Position: Q1 2016 in Review

Piershale Financial Group sold out of Vanguard Financials ETF (VFH) in Q1 2016, closing a stake of 346 shares — an estimated $17K sold.

Piershale Financial Group first reported a position in VFH in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 140 funds tracked by Wall St. Rank hold VFH as of Q1 2016.

  • Piershale Financial Group reported no remaining Vanguard Financials ETF position as of Q1 2016 after selling out during the quarter.
  • Piershale Financial Group sold 346 Vanguard Financials ETF shares in Q1 2016, an estimated $17K.
  • Piershale Financial Group first reported a position in Vanguard Financials ETF in Q4 2015 and held it in 1 quarter.
  • Piershale Financial Group's Vanguard Financials ETF position peaked at $17K in Q4 2015.
  • 140 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2016.

Based on Piershale Financial Group's 13F filing for Q1 2016, filed 15 Apr 2016.