20/20 Capital Management’s Vanguard Financials ETF VFH Stock Holding History

20/20 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
2021 Q2	$1.66M	Sell	18,292 -862	-5%	-$77.9K	0.43%	50
2021 Q1	$1.62M	Sell	19,154 -910	-5%	-$72.5K	0.47%	52
2020 Q4	$1.5M	Buy	20,064 +549	+3%	+$36.2K	0.44%	56
2020 Q3	$1.14M	Sell	19,515 -540	-3%	-$32.1K	0.43%	52
2020 Q2	$1.22M	Sell	20,055 -299	-1%	-$16.6K	0.47%	47
2020 Q1	$1.09M	Buy	20,354 +1,195	+6%	+$81.4K	0.49%	44
2019 Q4	$1.48M	Buy	+19,159	New	+$1.4M	0.6%	35

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

20/20 Capital Management's VFH Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Financials ETF (VFH) stake by 4.5% in Q2 2021, selling an estimated $77.9K and leaving 18,292 shares worth $1.66M. The position accounts for 0.43% of the portfolio, ranked #50.

20/20 Capital Management first reported a position in VFH in Q4 2019 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold VFH as of Q2 2021.

20/20 Capital Management held 18,292 shares of Vanguard Financials ETF worth $1.66M as of Q2 2021.
20/20 Capital Management sold 862 Vanguard Financials ETF shares in Q2 2021, an estimated $77.9K.
Vanguard Financials ETF made up 0.43% of 20/20 Capital Management's portfolio in Q2 2021, its #50 holding.
20/20 Capital Management first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.