Graves Light Lenhart Wealth’s Vanguard Financials ETF VFH Stock Holding History

Graves Light Lenhart Wealth’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	$251K	Hold	1,910	–	–	0.02%	179
2026 Q1	$231K	Hold	1,910	–	–	0.02%	176
2025 Q4	$255K	Buy	1,910 +3	+0.2%	+$390	0.03%	165
2025 Q3	$250K	Buy	1,907 +2	+0.1%	+$259	0.03%	166
2025 Q2	$243K	Buy	1,905 +1	+0.1%	+$119	0.03%	168
2025 Q1	$227K	Buy	1,904 +2	+0.1%	+$244	0.03%	166
2024 Q4	$225K	Buy	1,902 +6	+0.3%	+$710	0.03%	168
2024 Q3	$208K	Buy	+1,896	New	+$201K	0.03%	177
2022 Q3	–	Sell	-1,943	Closed	-$150K	–	590
2022 Q2	$150K	Sell	1,943 -560	-22%	-$47.3K	0.02%	190
2022 Q1	$234K	Buy	2,503 +2	+0.1%	+$192	0.03%	161
2021 Q4	$242K	Buy	2,501 +568	+29%	+$55.3K	0.03%	175
2021 Q3	$179K	Sell	1,933 -43	-2%	-$3.97K	0.03%	190
2021 Q2	$179K	Sell	1,976 -76	-4%	-$6.87K	0.03%	190
2021 Q1	$173K	Sell	2,052 -35	-2%	-$2.79K	0.03%	195
2020 Q4	$152K	Buy	+2,087	New	+$138K	0.03%	200

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