PWAG
VFH icon

Polaris Wealth Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-1,363
Closed -$95K – 447
2018
Q3 		$95K Buy
1,363
+60
+5% +$4.24K 0.01% 201
2018
Q2 		$91K Hold
1,303
– – 0.01% 110
2018
Q1 		$91K Buy
+1,303
New +$94K 0.01% 171

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Polaris Wealth Advisory Group's VFH Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 1,363 shares — an estimated $95K sold.

Polaris Wealth Advisory Group first reported a position in VFH in Q1 2018 and held it in 3 quarters. The position peaked at $95K in Q3 2018. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,363 Vanguard Financials ETF shares in Q4 2018, an estimated $95K.
  • Polaris Wealth Advisory Group first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Vanguard Financials ETF position peaked at $95K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.