US Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

US Financial 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 Q2	–	Sell	-2,464	Closed	-$208K	–	125
2021 Q1	$208K	Buy	+2,464	New	+$196K	0.06%	141
2016 Q2	$2.55M	Hold	54,974	–	–	5.12%	3
2016 Q1	$2.55M	Buy	54,974 +52,636	+2,251%	+$2.34M	4.43%	3
2015 Q4	$113K	Buy	2,338 +123	+6%	+$6.02K	0.11%	85
2015 Q3	$103K	Buy	2,215 +265	+14%	+$13K	0.17%	67
2015 Q2	$97K	Buy	+1,950	New	+$97.6K	0.09%	70

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Financial Advisors's VFH Position: Q2 2021 in Review

US Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2021, closing a stake of 2,464 shares — an estimated $208K sold.

US Financial Advisors first reported a position in VFH in Q2 2015 and held it in 6 quarters. The position peaked at $2.55M in Q2 2016. 515 funds tracked by Wall St. Rank hold VFH as of Q2 2021.

US Financial Advisors reported no remaining Vanguard Financials ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 2,464 Vanguard Financials ETF shares in Q2 2021, an estimated $208K.
US Financial Advisors first reported a position in Vanguard Financials ETF in Q2 2015 and held it in 6 quarters.
US Financial Advisors's Vanguard Financials ETF position peaked at $2.55M in Q2 2016.
515 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.