Abound Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Abound Wealth Management’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
2026 Q2	$31.1K	Sell	236 -90	-28%	-$11.5K	0.01%	301
2026 Q1	$39.4K	Buy	326 +90	+38%	+$11.5K	0.01%	284
2025 Q4	$31.5K	Hold	236	–	–	0.01%	293
2025 Q3	$30.9K	Hold	236	–	–	0.01%	286
2025 Q2	$30K	Buy	236 +1	+0.4%	+$119	0.01%	273
2025 Q1	$28.1K	Hold	235	–	–	0.01%	255
2024 Q4	$27.8K	Buy	235 +186	+380%	+$22K	0.01%	237
2024 Q3	$5.39K	Hold	49	–	–	﹤0.01%	532
2024 Q2	$4.89K	Sell	49 -50	-51%	-$4.99K	﹤0.01%	505
2024 Q1	$10.2K	Buy	99 +50	+102%	+$4.8K	﹤0.01%	369
2023 Q4	$4.52K	Hold	49	–	–	﹤0.01%	533
2023 Q3	$3.94K	Buy	+49	New	+$4.1K	﹤0.01%	513

Other funds holding VFH

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return