Washington Trust Bank’s Vanguard Financials ETF VFH Stock Holding History

Washington Trust Bank’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 Q2	–	Sell	-347	Closed	-$22K	–	527
2019 Q1	$22K	Hold	347	–	–	﹤0.01%	430
2018 Q4	$21K	Sell	347 -701	-67%	-$45.5K	﹤0.01%	426
2018 Q3	$73K	Buy	+1,048	New	+$74.1K	0.01%	327
2017 Q4	–	Sell	-400	Closed	-$26K	–	768
2017 Q3	$26K	Buy	+400	New	+$25.2K	﹤0.01%	490

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Washington Trust Bank's VFH Position: Q2 2019 in Review

Washington Trust Bank sold out of Vanguard Financials ETF (VFH) in Q2 2019, closing a stake of 347 shares — an estimated $22K sold.

Washington Trust Bank first reported a position in VFH in Q3 2017 and held it in 4 quarters. The position peaked at $73K in Q3 2018. 364 funds tracked by Wall St. Rank hold VFH as of Q2 2019.

Washington Trust Bank reported no remaining Vanguard Financials ETF position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 347 Vanguard Financials ETF shares in Q2 2019, an estimated $22K.
Washington Trust Bank first reported a position in Vanguard Financials ETF in Q3 2017 and held it in 4 quarters.
Washington Trust Bank's Vanguard Financials ETF position peaked at $73K in Q3 2018.
364 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.