WealthOne’s Vanguard Financials ETF VFH Stock Holding History

WealthOne’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 Q1	–	Sell	-1,143	Closed	-$68K	–	527
2018 Q4	$68K	Buy	+1,143	New	+$74.2K	0.06%	155

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthOne's VFH Position: Q1 2019 in Review

WealthOne sold out of Vanguard Financials ETF (VFH) in Q1 2019, closing a stake of 1,143 shares — an estimated $68K sold.

WealthOne first reported a position in VFH in Q4 2018 and held it in 1 quarter. The position peaked at $68K in Q4 2018. 376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

WealthOne reported no remaining Vanguard Financials ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 1,143 Vanguard Financials ETF shares in Q1 2019, an estimated $68K.
WealthOne first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Vanguard Financials ETF position peaked at $68K in Q4 2018.
376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.