YorkBridge Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

YorkBridge Wealth Partners’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	-375	Closed	-$26K	–	627
2019 Q2	$26K	Hold	375	–	–	0.01%	438
2019 Q1	$24K	Hold	375	–	–	0.01%	447
2018 Q4	$22K	Hold	375	–	–	0.01%	448
2018 Q3	$26K	Hold	375	–	–	0.01%	465
2018 Q2	$25K	Hold	375	–	–	0.01%	480
2018 Q1	$26K	Hold	375	–	–	0.01%	464
2017 Q4	$26K	Buy	+375	New	+$25.4K	0.01%	457

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

YorkBridge Wealth Partners's VFH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q3 2019, closing a stake of 375 shares — an estimated $26K sold.

YorkBridge Wealth Partners first reported a position in VFH in Q4 2017 and held it in 7 quarters. The position peaked at $26K in Q2 2019. 357 funds tracked by Wall St. Rank hold VFH as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Financials ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 375 Vanguard Financials ETF shares in Q3 2019, an estimated $26K.
YorkBridge Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Vanguard Financials ETF position peaked at $26K in Q2 2019.
357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.