BOS Asset Management’s Vanguard Financials ETF VFH Stock Holding History

BOS Asset 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	$255K	Hold	1,936	–	–	0.06%	171
2026 Q1	$234K	Sell	1,936 -41	-2%	-$5.23K	0.06%	180
2025 Q4	$264K	Buy	1,977 +2	+0.1%	+$260	0.07%	161
2025 Q3	$259K	Buy	1,975 +1	+0.1%	+$129	0.07%	159
2025 Q2	$251K	Buy	1,974 +2	+0.1%	+$238	0.08%	153
2025 Q1	$236K	Sell	1,972 -416	-17%	-$50.7K	0.08%	145
2024 Q4	$282K	Buy	2,388 +4	+0.2%	+$473	0.1%	124
2024 Q3	$262K	Buy	2,384 +2	+0.1%	+$212	0.1%	132
2024 Q2	$238K	Sell	2,382 -293	-11%	-$29.3K	0.11%	133
2024 Q1	$274K	Sell	2,675 -108	-4%	-$10.4K	0.14%	117
2023 Q4	$257K	Sell	2,783 -461	-14%	-$38.7K	0.18%	126
2023 Q3	$261K	Sell	3,244 -163	-5%	-$13.6K	0.19%	113
2023 Q2	$277K	Hold	3,407	–	–	0.22%	96
2023 Q1	$265K	Buy	3,407 +3	+0.1%	+$254	0.22%	99
2022 Q4	$282K	Buy	+3,404	New	+$281K	0.25%	94

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