Financial Advocates Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-2,488	Closed	-$225K	–	807
2021 Q2	$225K	Buy	+2,488	New	+$225K	0.02%	675
2020 Q1	–	Sell	-4,199	Closed	-$336K	–	543
2019 Q4	$336K	Sell	4,199 -212	-5%	-$15.5K	0.04%	380
2019 Q3	$325K	Sell	4,411 -1,969	-31%	-$136K	0.04%	365
2019 Q2	$440K	Sell	6,380 -514	-7%	-$34.9K	0.05%	311
2019 Q1	$445K	Buy	6,894 +235	+4%	+$15.2K	0.06%	292
2018 Q4	$396K	Sell	6,659 -1,491	-18%	-$96.8K	0.05%	283
2018 Q3	$565K	Buy	8,150 +2,204	+37%	+$156K	0.06%	267
2018 Q2	$403K	Buy	5,946 +1,322	+29%	+$92.3K	0.05%	303
2018 Q1	$321K	Buy	+4,624	New	+$333K	0.04%	357

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's VFH Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of Vanguard Financials ETF (VFH) in Q3 2021, closing a stake of 2,488 shares — an estimated $225K sold.

Financial Advocates Investment Management first reported a position in VFH in Q1 2018 and held it in 9 quarters. The position peaked at $565K in Q3 2018. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

Financial Advocates Investment Management reported no remaining Vanguard Financials ETF position as of Q3 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 2,488 Vanguard Financials ETF shares in Q3 2021, an estimated $225K.
Financial Advocates Investment Management first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 9 quarters.
Financial Advocates Investment Management's Vanguard Financials ETF position peaked at $565K in Q3 2018.
531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.