Weil Company’s Vanguard Financials ETF VFH Stock Holding History

Weil Company’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 Q4	–	Sell	-175	Closed	-$12K	–	322
2019 Q3	$12K	Buy	+175	New	+$12.1K	0.01%	278

Other funds holding VFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Weil Company's VFH Position: Q4 2019 in Review

Weil Company sold out of Vanguard Financials ETF (VFH) in Q4 2019, closing a stake of 175 shares — an estimated $12K sold.

Weil Company first reported a position in VFH in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 404 funds tracked by Wall St. Rank hold VFH as of Q4 2019.

Weil Company reported no remaining Vanguard Financials ETF position as of Q4 2019 after selling out during the quarter.
Weil Company sold 175 Vanguard Financials ETF shares in Q4 2019, an estimated $12K.
Weil Company first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 1 quarter.
Weil Company's Vanguard Financials ETF position peaked at $12K in Q3 2019.
404 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.