Whitener Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Whitener Capital Management’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 Q3	–	Sell	-51	Closed	-$3K	–	517
2019 Q2	$3K	Hold	51	–	–	﹤0.01%	420
2019 Q1	$3K	Hold	51	–	–	﹤0.01%	412
2018 Q4	$3K	Hold	51	–	–	﹤0.01%	393
2018 Q3	$3K	Buy	+51	New	+$3.6K	﹤0.01%	409
2018 Q2	–	Sell	-51	Closed	-$3K	–	388
2018 Q1	$3K	Buy	+51	New	+$3.68K	﹤0.01%	419

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

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

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

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

Whitener Capital Management's VFH Position: Q3 2019 in Review

Whitener Capital Management sold out of Vanguard Financials ETF (VFH) in Q3 2019, closing a stake of 51 shares — an estimated $3K sold.

Whitener Capital Management first reported a position in VFH in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 357 funds tracked by Wall St. Rank hold VFH as of Q3 2019.

Whitener Capital Management reported no remaining Vanguard Financials ETF position as of Q3 2019 after selling out during the quarter.
Whitener Capital Management sold 51 Vanguard Financials ETF shares in Q3 2019, an estimated $3K.
Whitener Capital Management first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 5 quarters.
Whitener Capital Management's Vanguard Financials ETF position peaked at $3K in Q2 2019.
357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2019.

Based on Whitener Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.