Visionary Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Visionary Wealth Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,620	Closed	-$452K	–	576
2025 Q1	$452K	Sell	6,620 -24	-0.4%	-$1.65K	0.03%	361
2024 Q4	$434K	Buy	6,644 +316	+5%	+$22K	0.03%	372
2024 Q3	$461K	Buy	6,328 +907	+17%	+$64.9K	0.03%	354
2024 Q2	$372K	Buy	+5,421	New	+$366K	0.02%	380

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Visionary Wealth Advisors's FHLC Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 6,620 shares — an estimated $452K sold.

Visionary Wealth Advisors first reported a position in FHLC in Q2 2024 and held it in 4 quarters. The position peaked at $461K in Q3 2024. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Visionary Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 6,620 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $452K.
Visionary Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2024 and held it in 4 quarters.
Visionary Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $461K in Q3 2024.
337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.