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Wagner Wealth Management (South Carolina)’s Vanguard Financials ETF VFH Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$73K Buy
1,050
+508
+94% +$35.9K 0.05% 222
2018
Q2 		$37K Hold
542
– – 0.03% 257
2018
Q1 		$38K Buy
+542
New +$39.1K 0.03% 239

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 $4.02B AUM 20% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VFH Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Financials ETF (VFH) stake by 94% in Q3 2018, buying an estimated $35.9K and bringing the position to 1,050 shares worth $73K. The position accounts for 0.05% of the portfolio, ranked #222.

Wagner Wealth Management (South Carolina) first reported a position in VFH in Q1 2018 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold VFH as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,050 shares of Vanguard Financials ETF worth $73K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) bought 508 Vanguard Financials ETF shares in Q3 2018, an estimated $35.9K.
  • Vanguard Financials ETF made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #222 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.