Winslow Evans & Crocker’s Vanguard Financials ETF VFH Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$102K	Buy	1,400 +1,300	+1,300%	+$85.8K	0.02%	434
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	859
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	860
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	846
2019 Q4	$8K	Sell	100 -100	-50%	-$7.3K	﹤0.01%	896
2019 Q3	$14K	Hold	200	–	–	﹤0.01%	735
2019 Q2	$14K	Hold	200	–	–	﹤0.01%	754
2019 Q1	$14K	Hold	200	–	–	﹤0.01%	756
2018 Q4	$12K	Hold	200	–	–	﹤0.01%	749
2018 Q3	$14K	Hold	200	–	–	﹤0.01%	751
2018 Q2	$14K	Hold	200	–	–	﹤0.01%	751
2018 Q1	$13.9K	Buy	200 +100	+100%	+$7.21K	﹤0.01%	722
2017 Q4	$7K	Hold	100	–	–	﹤0.01%	874
2017 Q3	$6.54K	Buy	+100	New	+$6.31K	﹤0.01%	894

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Winslow Evans & Crocker's VFH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Financials ETF (VFH) stake by 1,300% in Q4 2020, buying an estimated $85.8K and bringing the position to 1,400 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #434.

Winslow Evans & Crocker first reported a position in VFH in Q3 2017 and has held it in 14 quarters since. 442 funds tracked by Wall St. Rank hold VFH as of Q4 2020.

Winslow Evans & Crocker held 1,400 shares of Vanguard Financials ETF worth $102K as of Q4 2020.
Winslow Evans & Crocker bought 1,300 Vanguard Financials ETF shares in Q4 2020, an estimated $85.8K.
Vanguard Financials ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #434 holding.
Winslow Evans & Crocker first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 14 quarters since.
442 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.