Dynamic Advisor Solutions’s Vanguard Financials ETF VFH Stock Holding History

Dynamic Advisor Solutions’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	$206K	Buy	+1,568	New	+$200K	0.01%	995
2024 Q3	–	Sell	-6,528	Closed	-$652K	–	1006
2024 Q2	$652K	Sell	6,528 -48	-0.7%	-$4.79K	0.02%	562
2024 Q1	$673K	Buy	6,576 +183	+3%	+$17.6K	0.02%	534
2023 Q4	$589K	Sell	6,393 -575	-8%	-$48.3K	0.02%	535
2023 Q3	$560K	Buy	6,968 +59	+0.9%	+$4.93K	0.03%	488
2023 Q2	$561K	Buy	+6,909	New	+$542K	0.03%	458

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

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 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

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return