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RWA Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

RWA Wealth 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
2018
Q3 		– Sell
-153
Closed -$10K – 678
2018
Q2 		$10K Hold
153
– – ﹤0.01% 623
2018
Q1 		$11K Buy
+153
New +$11K ﹤0.01% 447

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
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

RWA Wealth Partners's VFH Position: Q3 2018 in Review

RWA Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q3 2018, closing a stake of 153 shares — an estimated $10K sold.

RWA Wealth Partners first reported a position in VFH in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 373 funds tracked by Wall St. Rank hold VFH as of Q3 2018.

  • RWA Wealth Partners reported no remaining Vanguard Financials ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 153 Vanguard Financials ETF shares in Q3 2018, an estimated $10K.
  • RWA Wealth Partners first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Vanguard Financials ETF position peaked at $11K in Q1 2018.
  • 373 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.