BWM
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Bernard Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Bernard Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$86.2K Hold
677
– – 0.04% 98
2025
Q1 		$80.9K Hold
677
– – 0.04% 96
2024
Q4 		$79.9K Buy
+677
New +$79.9K 0.04% 95