Proffitt & Goodson’s Vanguard Financials ETF VFH Stock Holding History

Proffitt & Goodson’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	-28	Closed	-$2K	–	226
2019 Q3	$2K	Hold	28	–	–	﹤0.01%	203
2019 Q2	$2K	Buy	+28	New	+$1.9K	﹤0.01%	196
2019 Q1	–	Sell	-505	Closed	-$30K	–	226
2018 Q4	$30K	Hold	505	–	–	0.01%	98
2018 Q3	$35K	Buy	+505	New	+$35.7K	0.01%	85

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

Proffitt & Goodson's VFH Position: Q4 2019 in Review

Proffitt & Goodson sold out of Vanguard Financials ETF (VFH) in Q4 2019, closing a stake of 28 shares — an estimated $2K sold.

Proffitt & Goodson first reported a position in VFH in Q3 2018 and held it in 4 quarters. The position peaked at $35K in Q3 2018. 404 funds tracked by Wall St. Rank hold VFH as of Q4 2019.

Proffitt & Goodson reported no remaining Vanguard Financials ETF position as of Q4 2019 after selling out during the quarter.
Proffitt & Goodson sold 28 Vanguard Financials ETF shares in Q4 2019, an estimated $2K.
Proffitt & Goodson first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 4 quarters.
Proffitt & Goodson's Vanguard Financials ETF position peaked at $35K in Q3 2018.
404 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2019.

Based on Proffitt & Goodson's 13F filing for Q4 2019, filed 29 Jan 2020.