Wealthspire Advisors (Maryland)’s Vanguard Financials ETF VFH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	–	Sell	-4,935	Closed	-$282K	–	548
2020 Q2	$282K	Buy	+4,935	New	+$274K	0.02%	352
2020 Q1	–	Sell	-7,611	Closed	-$581K	–	510
2019 Q4	$581K	Buy	7,611 +4,355	+134%	+$318K	0.04%	250
2019 Q3	$228K	Buy	+3,256	New	+$225K	0.02%	406
2019 Q2	–	Sell	-496	Closed	-$32K	–	1979
2019 Q1	$32K	Buy	496 +141	+40%	+$9.14K	﹤0.01%	1084
2018 Q4	$21K	Hold	355	–	–	﹤0.01%	1194
2018 Q3	$25K	Hold	355	–	–	﹤0.01%	1224
2018 Q2	$24K	Buy	355 +285	+407%	+$19.9K	﹤0.01%	1246
2018 Q1	$5K	Hold	70	–	–	﹤0.01%	1840
2017 Q4	$5K	Sell	70 -93	-57%	-$6.3K	﹤0.01%	1853
2017 Q3	$11K	Hold	163	–	–	﹤0.01%	1551
2017 Q2	$10K	Buy	+163	New	+$9.85K	﹤0.01%	1544
2017 Q1	–	Sell	-50	Closed	-$3K	–	2019
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	1495
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	1576
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	1540
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	1564
2015 Q4	$2K	Buy	+50	New	+$2.45K	﹤0.01%	1545

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s VFH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Financials ETF (VFH) in Q3 2020, closing a stake of 4,935 shares — an estimated $282K sold.

Wealthspire Advisors (Maryland) first reported a position in VFH in Q4 2015 and held it in 16 quarters. The position peaked at $581K in Q4 2019. 373 funds tracked by Wall St. Rank hold VFH as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Financials ETF position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,935 Vanguard Financials ETF shares in Q3 2020, an estimated $282K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Financials ETF in Q4 2015 and held it in 16 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Financials ETF position peaked at $581K in Q4 2019.
373 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.