Boltwood Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Boltwood Capital 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	$263K	Hold	1,997	–	–	0.06%	175
2026 Q1	$241K	Buy	1,997 +21	+1%	+$2.68K	0.06%	173
2025 Q4	$264K	Sell	1,976 -25	-1%	-$3.25K	0.07%	161
2025 Q3	$263K	Buy	2,001 +3	+0.2%	+$388	0.07%	160
2025 Q2	$254K	Buy	1,998 +35	+2%	+$4.17K	0.07%	163
2025 Q1	$235K	Buy	1,963 +27	+1%	+$3.29K	0.07%	166
2024 Q4	$229K	Sell	1,936 -6	-0.3%	-$710	0.07%	160
2024 Q3	$213K	Buy	+1,942	New	+$206K	0.06%	168
2024 Q2	–	Sell	-2,220	Closed	-$227K	–	173
2024 Q1	$227K	Sell	2,220 -50	-2%	-$4.8K	0.07%	162
2023 Q4	$209K	Sell	2,270 -267	-11%	-$22.4K	0.07%	159
2023 Q3	$204K	Buy	2,537 +52	+2%	+$4.35K	0.08%	153
2023 Q2	$202K	Buy	+2,485	New	+$195K	0.07%	158
2020 Q2	–	Sell	-4,614	Closed	-$234K	–	132
2020 Q1	$234K	Sell	4,614 -265	-5%	-$18K	0.17%	117
2019 Q4	$372K	Buy	+4,879	New	+$356K	0.21%	112
2019 Q1	–	Sell	-6,095	Closed	-$361K	–	129
2018 Q4	$361K	Buy	+6,095	New	+$396K	0.25%	100

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

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return