Wealthcare Advisory Partners’s Vanguard Financials ETF VFH Stock Holding History

Wealthcare Advisory Partners’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	-812	Closed	-$69K	–	1809
2021 Q1	$69K	Buy	+812	New	+$64.7K	0.01%	786
2020 Q2	–	Sell	-835	Closed	-$42K	–	1303
2020 Q1	$42K	Buy	835 +152	+22%	+$10.4K	0.01%	550
2019 Q4	$52K	Buy	683 +2	+0.3%	+$146	0.01%	537
2019 Q3	$48K	Sell	681 -175	-20%	-$12.1K	0.01%	542
2019 Q2	$59K	Buy	856 +1	+0.1%	+$68	0.01%	470
2019 Q1	$55K	Buy	855 +301	+54%	+$19.5K	0.01%	443
2018 Q4	$33K	Buy	554 +2	+0.4%	+$130	0.01%	523
2018 Q3	$38K	Buy	552 +160	+41%	+$11.3K	0.01%	535
2018 Q2	$26K	Buy	392 +216	+123%	+$15.1K	0.01%	612
2018 Q1	$12K	Buy	+176	New	+$12.7K	﹤0.01%	700

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

Wealthcare Advisory Partners's VFH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Vanguard Financials ETF (VFH) in Q2 2021, closing a stake of 812 shares — an estimated $69K sold.

Wealthcare Advisory Partners first reported a position in VFH in Q1 2018 and held it in 10 quarters. The position peaked at $69K in Q1 2021. 515 funds tracked by Wall St. Rank hold VFH as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Vanguard Financials ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 812 Vanguard Financials ETF shares in Q2 2021, an estimated $69K.
Wealthcare Advisory Partners first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's Vanguard Financials ETF position peaked at $69K in Q1 2021.
515 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.