Ayalon Insurance Company’s Vanguard Financials ETF VFH Stock Holding History

Ayalon Insurance Company’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	$23.4M	Hold	178,031	–	–	2.87%	12
2026 Q1	$21.5M	Buy	178,031 +49,950	+39%	+$6.37M	4.39%	9
2025 Q4	$17.1M	Hold	128,081	–	–	4.15%	9
2025 Q3	$16.8M	Hold	128,081	–	–	4.25%	6
2025 Q2	$16.3M	Hold	128,081	–	–	4.71%	6
2025 Q1	$15.3M	Buy	128,081 +47,419	+59%	+$5.78M	4.94%	6
2024 Q4	$9.52M	Hold	80,662	–	–	2.94%	10
2024 Q3	$8.9M	Sell	80,662 -8,430	-9%	-$893K	2.77%	11
2024 Q2	$8.93M	Sell	89,092 -3,037	-3%	-$303K	2.94%	9
2024 Q1	$9.43M	Buy	92,129 +8,386	+10%	+$805K	3.14%	9
2023 Q4	$7.73M	Hold	83,743	–	–	2.8%	11
2023 Q3	$6.74M	Hold	83,743	–	–	2.84%	10
2023 Q2	$6.82M	Sell	83,743 -320	-0.4%	-$25.1K	2.85%	8
2023 Q1	$6.55M	Sell	84,063 -54,782	-39%	-$4.63M	2.82%	10
2022 Q4	$11.5M	Hold	138,845	–	–	5.41%	4
2022 Q3	$10.4M	Sell	138,845 -5,720	-4%	-$465K	4.89%	5
2022 Q2	$11.2M	Sell	144,565 -24,030	-14%	-$2.03M	5.31%	3
2022 Q1	$15.7M	Buy	168,595 +5,510	+3%	+$528K	5.34%	3
2021 Q4	$15.7M	Buy	163,085 +26,992	+20%	+$2.63M	5.38%	4
2021 Q3	$12.9M	Sell	136,093 -2,900	-2%	-$268K	4.63%	5
2021 Q2	$12.7M	Buy	138,993 +3,700	+3%	+$334K	4.22%	5
2021 Q1	$11.6M	Hold	135,293	–	–	4.53%	5
2020 Q4	$9.86M	Buy	135,293 +16,387	+14%	+$1.08M	4.47%	5
2020 Q3	$6.93M	Sell	118,906 -12,100	-9%	-$719K	3.8%	5
2020 Q2	$7.4M	Sell	131,006 -12,800	-9%	-$711K	4.3%	5
2020 Q1	$6.84M	Hold	143,806	–	–	5.07%	6
2019 Q4	$11M	Buy	143,806 +17,270	+14%	+$1.26M	6.62%	3
2019 Q3	$8.71M	Sell	126,536 -17,500	-12%	-$1.21M	5.87%	4
2019 Q2	$10.1M	Buy	144,036 +9,003	+7%	+$611K	6.79%	2
2019 Q1	$8.91M	Buy	135,033 +1,080	+0.8%	+$70K	6.42%	4
2018 Q4	$7.95M	Sell	133,953 -21,100	-14%	-$1.37M	6.41%	5
2018 Q3	$10.8M	Buy	155,053 +500	+0.3%	+$35.3K	8.61%	2
2018 Q2	$10.5M	Buy	154,553 +5,230	+4%	+$365K	8.77%	1
2018 Q1	$10.4M	Hold	149,323	–	–	8.65%	3
2017 Q4	$10.5M	Buy	+149,323	New	+$10.1M	8.53%	4
2016 Q4	$12.5M	Buy	210,778 +94,698	+82%	+$5.17M	10.54%	2
2016 Q3	$5.73M	Sell	116,080 -66,300	-36%	-$3.27M	4.86%	7
2016 Q2	$8.59M	Buy	182,380 +50,500	+38%	+$2.4M	7.24%	5
2016 Q1	$6.15M	Sell	131,880 -106,710	-45%	-$4.74M	5.16%	4
2015 Q4	$11.6M	Buy	238,590 +30,000	+14%	+$1.47M	9.74%	2
2015 Q3	$10M	Sell	208,590 -9,480	-4%	-$466K	8.37%	2
2015 Q2	$11M	Buy	218,070 +20,800	+11%	+$1.04M	7.91%	2
2015 Q1	$9.73M	Buy	+197,270	New	+$9.65M	5.94%	3

Other funds holding VFH

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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

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return