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Wilbanks Smith & Thomas Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-160
Closed -$11K – 1265
2018
Q3 		$11K Buy
+160
New +$11.3K ﹤0.01% 1027

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VFH Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 160 shares — an estimated $11K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VFH in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 160 Vanguard Financials ETF shares in Q4 2018, an estimated $11K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Financials ETF position peaked at $11K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.