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Cherry Tree Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Cherry Tree Wealth 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
Q1 		$115K Hold
948
– – 0.02% 201
2025
Q4 		$127K Hold
948
– – 0.03% 201
2025
Q3 		$124K Sell
948
-155
-14% -$20.1K 0.03% 199
2025
Q2 		$140K Hold
1,103
– – 0.03% 187
2025
Q1 		$132K Hold
1,103
– – 0.03% 192
2024
Q4 		$130K Hold
1,103
– – 0.03% 188
2024
Q3 		$121K Hold
1,103
– – 0.03% 199
2024
Q2 		$110K Hold
1,103
– – 0.03% 195
2024
Q1 		$113K Hold
1,103
– – 0.03% 192
2023
Q4 		$102K Hold
1,103
– – 0.03% 197
2023
Q3 		$88.6K Sell
1,103
-377
-25% -$31.5K 0.03% 196
2023
Q2 		$120K Buy
+1,480
New +$116K 0.04% 176

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return