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River Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-450
Closed -$27K – 480
2018
Q4 		$27K Hold
450
– – 0.01% 317
2018
Q3 		$31K Buy
450
+221
+97% +$15.6K 0.01% 337
2018
Q2 		$15K Buy
+229
New +$16K 0.01% 404

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Wealth Advisors's VFH Position: Q1 2019 in Review

River Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2019, closing a stake of 450 shares — an estimated $27K sold.

River Wealth Advisors first reported a position in VFH in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

  • River Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 450 Vanguard Financials ETF shares in Q1 2019, an estimated $27K.
  • River Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Vanguard Financials ETF position peaked at $31K in Q3 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.