Summit X LLC’s Vanguard Financials ETF VFH Stock Holding History

Summit X LLC’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
2020 Q4	–	Sell	-852	Closed	-$234	–	427
2020 Q3	$234	Buy	+852	New	+$50.7K	﹤0.01%	398

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Summit X LLC's VFH Position: Q4 2020 in Review

Summit X LLC sold out of Vanguard Financials ETF (VFH) in Q4 2020, closing a stake of 852 shares — an estimated $234 sold.

Summit X LLC first reported a position in VFH in Q3 2020 and held it in 1 quarter. The position peaked at $234 in Q3 2020. 442 funds tracked by Wall St. Rank hold VFH as of Q4 2020.

Summit X LLC reported no remaining Vanguard Financials ETF position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 852 Vanguard Financials ETF shares in Q4 2020, an estimated $234.
Summit X LLC first reported a position in Vanguard Financials ETF in Q3 2020 and held it in 1 quarter.
Summit X LLC's Vanguard Financials ETF position peaked at $234 in Q3 2020.
442 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.