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

Sutton 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 Q4	–	Sell	-55	Closed	-$3.85K	–	1200
2019 Q3	$3.85K	Hold	55	–	–	﹤0.01%	977
2019 Q2	$3.8K	Hold	55	–	–	﹤0.01%	968
2019 Q1	$3.55K	Hold	55	–	–	﹤0.01%	978
2018 Q4	$3.27K	Hold	55	–	–	﹤0.01%	943
2018 Q3	$3.81K	Hold	55	–	–	﹤0.01%	934
2018 Q2	$3.71K	Hold	55	–	–	﹤0.01%	956
2018 Q1	$3.82K	Buy	+55	New	+$3.97K	﹤0.01%	950

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

Sutton Wealth Advisors's VFH Position: Q4 2019 in Review

Sutton Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2019, closing a stake of 55 shares — an estimated $3.85K sold.

Sutton Wealth Advisors first reported a position in VFH in Q1 2018 and held it in 7 quarters. The position peaked at $3.85K in Q3 2019. 404 funds tracked by Wall St. Rank hold VFH as of Q4 2019.

Sutton Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q4 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 55 Vanguard Financials ETF shares in Q4 2019, an estimated $3.85K.
Sutton Wealth Advisors first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 7 quarters.
Sutton Wealth Advisors's Vanguard Financials ETF position peaked at $3.85K in Q3 2019.
404 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2019.

Based on Sutton Wealth Advisors's 13F filing for Q4 2019, filed 7 Nov 2023.