DecisionPoint Financial’s Vanguard Financials ETF VFH Stock Holding History

DecisionPoint Financial’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	$20.4K	Hold	169	–	–	﹤0.01%	144
2025 Q4	$22.6K	Hold	169	–	–	0.01%	129
2025 Q3	$22K	Hold	169	–	–	0.01%	110
2025 Q2	$21.7K	Hold	169	–	–	0.01%	121
2025 Q1	$20.2K	Hold	169	–	–	0.01%	125
2024 Q4	$20K	Hold	169	–	–	0.01%	124
2024 Q3	$18.6K	Hold	169	–	–	0.01%	128
2024 Q2	$18.1K	Hold	169	–	–	0.01%	128
2024 Q1	$16.7K	Hold	169	–	–	0.01%	131
2023 Q4	$15.6K	Hold	169	–	–	0.01%	115
2023 Q3	$13.6K	Hold	169	–	–	0.01%	109
2023 Q2	$13.7K	Hold	169	–	–	0.01%	107
2023 Q1	$13.2K	Sell	169 -91	-35%	-$7.7K	0.01%	99
2022 Q4	$21.5K	Buy	+260	New	+$21.5K	0.01%	86

Other funds holding VFH

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return