CAMG
VFH icon

CWA Asset Management Group’s Vanguard Financials ETF VFH Stock Holding History

CWA Asset Management Group’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 		$1.82M Buy
13,819
+4,073
+42% +$520K 0.06% 304
2026
Q1 		$1.18M Buy
9,746
+960
+11% +$122K 0.04% 361
2025
Q4 		$1.17M Hold
8,786
– – 0.04% 330
2025
Q3 		$1.15M Hold
8,786
– – 0.04% 330
2025
Q2 		$1.12M Buy
8,786
+143
+2% +$17.1K 0.05% 313
2025
Q1 		$1.03M Buy
8,643
+4,315
+100% +$526K 0.05% 296
2024
Q4 		$511K Buy
4,328
+75
+2% +$8.87K 0.03% 382
2024
Q3 		$467K Buy
+4,253
New +$451K 0.02% 375
2024
Q1 		$415K Sell
4,053
-184
-4% -$17.7K 0.03% 346
2023
Q4 		$391K Sell
4,237
-220
-5% -$18.5K 0.03% 283
2023
Q3 		$358K Buy
4,457
+220
+5% +$18.4K 0.03% 260
2023
Q2 		$344K Hold
4,237
– – 0.02% 260
2023
Q1 		$330K Buy
+4,237
New +$358K 0.02% 248
2020
Q2 		– Sell
-8,003
Closed -$406K – 253
2020
Q1 		$406K Buy
+8,003
New +$545K 0.08% 133

Other funds holding VFH

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM