Quad-Cities Investment Group’s Vanguard Financials ETF VFH Stock Holding History

Quad-Cities Investment 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 Q4	–	Sell	-115	Closed	-$8K	–	681
2019 Q3	$8K	Hold	115	–	–	0.01%	643
2019 Q2	$8K	Hold	115	–	–	0.01%	653
2019 Q1	$7K	Hold	115	–	–	0.01%	646
2018 Q4	$7K	Hold	115	–	–	0.01%	647
2018 Q3	$8K	Hold	115	–	–	0.01%	656
2018 Q2	$8K	Buy	+115	New	+$8.03K	0.01%	657

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

Quad-Cities Investment Group's VFH Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Vanguard Financials ETF (VFH) in Q4 2019, closing a stake of 115 shares — an estimated $8K sold.

Quad-Cities Investment Group first reported a position in VFH in Q2 2018 and held it in 6 quarters. The position peaked at $8K in Q3 2019. 404 funds tracked by Wall St. Rank hold VFH as of Q4 2019.

Quad-Cities Investment Group reported no remaining Vanguard Financials ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 115 Vanguard Financials ETF shares in Q4 2019, an estimated $8K.
Quad-Cities Investment Group first reported a position in Vanguard Financials ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Vanguard Financials ETF position peaked at $8K in Q3 2019.
404 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.