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WealthTrust-Arizona’s Vanguard Financials ETF VFH Stock Holding History

WealthTrust-Arizona’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
2017
Q1 		– Sell
-494
Closed -$29K – 647
2016
Q4 		$29K Buy
+494
New +$27K 0.02% 206

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
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's VFH Position: Q1 2017 in Review

WealthTrust-Arizona sold out of Vanguard Financials ETF (VFH) in Q1 2017, closing a stake of 494 shares — an estimated $29K sold.

WealthTrust-Arizona first reported a position in VFH in Q4 2016 and held it in 1 quarter. The position peaked at $29K in Q4 2016. 243 funds tracked by Wall St. Rank hold VFH as of Q1 2017.

  • WealthTrust-Arizona reported no remaining Vanguard Financials ETF position as of Q1 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 494 Vanguard Financials ETF shares in Q1 2017, an estimated $29K.
  • WealthTrust-Arizona first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 1 quarter.
  • WealthTrust-Arizona's Vanguard Financials ETF position peaked at $29K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2017.

Based on WealthTrust-Arizona's 13F filing for Q1 2017, filed 19 Apr 2017.