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Clearwater Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Clearwater Capital Advisors’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
Q3 		– Sell
-2,838
Closed -$257K – 174
2021
Q2 		$257K Buy
2,838
+4
+0.1% +$361 0.03% 151
2021
Q1 		$239K Buy
2,834
+8
+0.3% +$638 0.03% 152
2020
Q4 		$206K Sell
2,826
-3,529
-56% -$233K 0.03% 150
2020
Q3 		$372K Buy
6,355
+77
+1% +$4.58K 0.06% 105
2020
Q2 		$359K Sell
6,278
-1,098
-15% -$61K 0.06% 104
2020
Q1 		$374K Sell
7,376
-1,466
-17% -$99.8K 0.08% 106
2019
Q4 		$674K Sell
8,842
-3,433
-28% -$251K 0.11% 112
2019
Q3 		$859K Sell
12,275
-4,423
-26% -$306K 0.15% 110
2019
Q2 		$1.15M Sell
16,698
-2,644
-14% -$179K 0.21% 104
2019
Q1 		$1.25M Sell
19,342
-3,231
-14% -$210K 0.23% 99
2018
Q4 		$1.34M Sell
22,573
-7,406
-25% -$481K 0.29% 101
2018
Q3 		$2.08M Sell
29,979
-2,415
-7% -$171K 0.41% 68
2018
Q2 		$2.19M Buy
32,394
+1,645
+5% +$115K 0.45% 65
2018
Q1 		$2.14M Buy
30,749
+6,673
+28% +$481K 0.44% 63
2017
Q4 		$1.69M Buy
24,076
+1,972
+9% +$134K 0.37% 72
2017
Q3 		$1.46M Buy
22,104
+1,931
+10% +$122K 0.34% 77
2017
Q2 		$1.28M Buy
20,173
+5,010
+33% +$303K 0.33% 80
2017
Q1 		$905K Buy
15,163
+6,474
+75% +$394K 0.25% 87
2016
Q4 		$520K Buy
8,689
+1,316
+18% +$71.9K 0.18% 96
2016
Q3 		$364K Buy
7,373
+2,036
+38% +$100K 0.13% 106
2016
Q2 		$249K Buy
+5,337
New +$253K 0.09% 116

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearwater Capital Advisors's VFH Position: Q3 2021 in Review

Clearwater Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2021, closing a stake of 2,838 shares — an estimated $257K sold.

Clearwater Capital Advisors first reported a position in VFH in Q2 2016 and held it in 21 quarters. The position peaked at $2.19M in Q2 2018. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

  • Clearwater Capital Advisors reported no remaining Vanguard Financials ETF position as of Q3 2021 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,838 Vanguard Financials ETF shares in Q3 2021, an estimated $257K.
  • Clearwater Capital Advisors first reported a position in Vanguard Financials ETF in Q2 2016 and held it in 21 quarters.
  • Clearwater Capital Advisors's Vanguard Financials ETF position peaked at $2.19M in Q2 2018.
  • 531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Clearwater Capital Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.