AAP
VFH icon

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

Arax 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
2026
Q1 		$168K Sell
1,392
-183
-12% -$23.3K ﹤0.01% 1161
2025
Q4 		$210K Buy
+1,575
New +$205K 0.01% 1018
2025
Q3 		– Sell
-683
Closed -$86.9K – 4289
2025
Q2 		$86.9K Buy
683
+490
+254% +$58.4K ﹤0.01% 997
2025
Q1 		$23.1K Buy
+193
New +$23.5K ﹤0.01% 1241
2019
Q3 		– Sell
-241
Closed -$17K – 610
2019
Q2 		$17K Buy
+241
New +$16.4K 0.01% 426
2018
Q4 		$10K Hold
170
– – ﹤0.01% 440
2018
Q3 		$12K Buy
+170
New +$12K ﹤0.01% 457

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UBS Group
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PCH
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Raymond James Financial
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return