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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthstreet Investment Advisors's VFH Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2021, closing a stake of 7,200 shares — an estimated $608K sold.

Wealthstreet Investment Advisors first reported a position in VFH in Q4 2017 and held it in 14 quarters. The position peaked at $608K in Q1 2021. 514 funds tracked by Wall St. Rank hold VFH as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Vanguard Financials ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 7,200 Vanguard Financials ETF shares in Q2 2021, an estimated $608K.
Wealthstreet Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Vanguard Financials ETF position peaked at $608K in Q1 2021.
514 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.