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Tobias Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-95
Closed -$7K – 285
2019
Q4 		$7K Buy
+95
New +$6.93K ﹤0.01% 204

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UIM
USS Investment Management London, United Kingdom $25.6B 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

Tobias Financial Advisors's VFH Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2020, closing a stake of 95 shares — an estimated $7K sold.

Tobias Financial Advisors first reported a position in VFH in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 347 funds tracked by Wall St. Rank hold VFH as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Vanguard Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 95 Vanguard Financials ETF shares in Q1 2020, an estimated $7K.
  • Tobias Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Vanguard Financials ETF position peaked at $7K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.