WFG Advisors’s Vanguard Financials ETF VFH Stock Holding History

WFG Advisors’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 Q2	$116K	Buy	1,862 +112	+6%	+$6.76K	0.03%	498
2017 Q1	$106K	Buy	1,750 +410	+31%	+$25K	0.03%	469
2016 Q4	$80K	Hold	1,340	–	–	0.02%	592
2016 Q3	$66K	Hold	1,340	–	–	0.02%	637
2016 Q2	$63K	Buy	1,340 +855	+176%	+$40.6K	0.02%	633
2016 Q1	$22K	Sell	485 -19	-4%	-$843	0.01%	870
2015 Q4	$24K	Buy	504 +100	+25%	+$4.89K	0.01%	847
2015 Q3	$19K	Sell	404 -617	-60%	-$30.3K	0.01%	912
2015 Q2	$51K	Buy	1,021 +617	+153%	+$30.9K	0.01%	722
2015 Q1	$20K	Sell	404 -21	-5%	-$1.03K	0.01%	992
2014 Q4	$21K	Sell	425 -250	-37%	-$12K	﹤0.01%	1215
2014 Q3	$31K	Hold	675	–	–	0.01%	1109
2014 Q2	$31K	Sell	675 -109	-14%	-$4.93K	0.01%	1099
2014 Q1	$36K	Buy	784 +149	+23%	+$6.61K	0.01%	1034
2013 Q4	$28K	Sell	635 -261	-29%	-$11.2K	﹤0.01%	1207
2013 Q3	$37K	Buy	896 +511	+133%	+$21.1K	0.01%	1044
2013 Q2	$15K	Buy	+385	New	+$15.2K	﹤0.01%	1329

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WFG Advisors's VFH Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Financials ETF (VFH) stake by 6.4% in Q2 2017, buying an estimated $6.76K and bringing the position to 1,862 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #498.

WFG Advisors first reported a position in VFH in Q2 2013 and has held it in 17 quarters since. 260 funds tracked by Wall St. Rank hold VFH as of Q2 2017.

WFG Advisors held 1,862 shares of Vanguard Financials ETF worth $116K as of Q2 2017.
WFG Advisors bought 112 Vanguard Financials ETF shares in Q2 2017, an estimated $6.76K.
Vanguard Financials ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #498 holding.
WFG Advisors first reported a position in Vanguard Financials ETF in Q2 2013 and has held it in 17 quarters since.
260 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.