Vickerman & Driscoll Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Vickerman & Driscoll 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	$328K	Sell	6,461 -2,172	-25%	-$148K	0.2%	61
2019 Q4	$659K	Sell	8,633 -98	-1%	-$7.15K	0.33%	48
2019 Q3	$611K	Sell	8,731 -133	-2%	-$9.19K	0.34%	54
2019 Q2	$612K	Sell	8,864 -223	-2%	-$15.1K	0.34%	53
2019 Q1	$586K	Sell	9,087 -74	-0.8%	-$4.8K	0.33%	56
2018 Q4	$544K	Buy	9,161 +660	+8%	+$42.8K	0.42%	54
2018 Q3	$590K	Buy	8,501 +65	+0.8%	+$4.59K	0.41%	55
2018 Q2	$569K	Buy	8,436 +1,043	+14%	+$72.8K	0.42%	54
2018 Q1	$514K	Buy	7,393 +3,133	+74%	+$226K	0.38%	67
2017 Q4	$298K	Buy	+4,260	New	+$289K	0.23%	67

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VFH Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its Vanguard Financials ETF (VFH) stake by 25% in Q1 2020, selling an estimated $148K and leaving 6,461 shares worth $328K. The position accounts for 0.2% of the portfolio, ranked #61.

Vickerman & Driscoll Financial Advisors first reported a position in VFH in Q4 2017 and has held it in 10 quarters since. The position peaked at $659K in Q4 2019. 347 funds tracked by Wall St. Rank hold VFH as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 6,461 shares of Vanguard Financials ETF worth $328K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 2,172 Vanguard Financials ETF shares in Q1 2020, an estimated $148K.
Vanguard Financials ETF made up 0.2% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #61 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Vanguard Financials ETF position peaked at $659K in Q4 2019.
347 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2020.

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