Rowland Carmichael Advisors’s Vanguard Financials ETF VFH Stock Holding History

Rowland Carmichael 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
2018 Q4	–	Sell	-425	Closed	-$29K	–	365
2018 Q3	$29K	Hold	425	–	–	0.01%	314
2018 Q2	$29K	Buy	+425	New	+$29.7K	0.01%	317
2017 Q4	–	Sell	-425	Closed	-$28K	–	332
2017 Q3	$28K	Hold	425	–	–	0.02%	271
2017 Q2	$27K	Buy	+425	New	+$25.7K	0.02%	265

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rowland Carmichael Advisors's VFH Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 425 shares — an estimated $29K sold.

Rowland Carmichael Advisors first reported a position in VFH in Q2 2017 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

Rowland Carmichael Advisors reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 425 Vanguard Financials ETF shares in Q4 2018, an estimated $29K.
Rowland Carmichael Advisors first reported a position in Vanguard Financials ETF in Q2 2017 and held it in 4 quarters.
Rowland Carmichael Advisors's Vanguard Financials ETF position peaked at $29K in Q3 2018.
378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.