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WIA
Wealthstreet Investment Advisors’s
Vanguard Financials ETF
VFH
Stock Holding History
Wealthstreet Investment 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
-7,200
Closed
-$608K
–
315
2021
Q1
$608K
Hold
7,200
–
–
0.06%
228
2020
Q4
$525K
Hold
7,200
–
–
0.05%
239
2020
Q3
$421K
Sell
7,200
-140
-2%
-$8.32K
0.05%
242
2020
Q2
$420K
Hold
7,340
–
–
0.05%
231
2020
Q1
$372K
Hold
7,340
–
–
0.06%
221
2019
Q4
$560K
Hold
7,340
–
–
0.07%
223
2019
Q3
$528K
Hold
7,340
–
–
0.07%
217
2019
Q2
$507K
Hold
7,340
–
–
0.07%
223
2019
Q1
$474K
Hold
7,340
–
–
0.06%
235
2018
Q4
$477K
Hold
7,340
–
–
0.07%
221
2018
Q3
$509K
Hold
7,340
–
–
0.06%
236
2018
Q2
$495K
Hold
7,340
–
–
0.07%
240
2018
Q1
$510K
Buy
7,340
+140
+2%
+$10.1K
0.06%
232
2017
Q4
$504K
Buy
+7,200
New
+$488K
0.06%
231
Other funds holding VFH
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$1.37T AUM
24.88%
1-Year Est. Return
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27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Ameriprise
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$431B 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
$564B AUM
30.12%
1-Year Est. Return
Fidelity Investments
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$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
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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