Private Portfolio Partners’s Vanguard Financials ETF VFH Stock Holding History

Private Portfolio 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
2019 Q4	–	Sell	-3,032	Closed	-$212K	–	213
2019 Q3	$212K	Sell	3,032 -2,060	-40%	-$142K	0.1%	185
2019 Q2	$352K	Sell	5,092 -206	-4%	-$14K	0.15%	151
2019 Q1	$342K	Sell	5,298 -88	-2%	-$5.71K	0.18%	130
2018 Q4	$320K	Buy	+5,386	New	+$349K	0.2%	121

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Private Portfolio Partners's VFH Position: Q4 2019 in Review

Private Portfolio Partners sold out of Vanguard Financials ETF (VFH) in Q4 2019, closing a stake of 3,032 shares — an estimated $212K sold.

Private Portfolio Partners first reported a position in VFH in Q4 2018 and held it in 4 quarters. The position peaked at $352K in Q2 2019. 404 funds tracked by Wall St. Rank hold VFH as of Q4 2019.

Private Portfolio Partners reported no remaining Vanguard Financials ETF position as of Q4 2019 after selling out during the quarter.
Private Portfolio Partners sold 3,032 Vanguard Financials ETF shares in Q4 2019, an estimated $212K.
Private Portfolio Partners first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 4 quarters.
Private Portfolio Partners's Vanguard Financials ETF position peaked at $352K in Q2 2019.
404 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2019.

Based on Private Portfolio Partners's 13F filing for Q4 2019, filed 12 Feb 2020.