Harbor Investment Advisory’s Vanguard Financials ETF VFH Stock Holding History

Harbor Investment Advisory’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	$89.8K	Hold	682	–	–	0.01%	591
2026 Q1	$82.4K	Sell	682 -33	-5%	-$4.21K	0.01%	542
2025 Q4	$95.4K	Buy	715 +582	+438%	+$75.6K	0.01%	520
2025 Q3	$17.5K	Hold	133	–	–	﹤0.01%	811
2025 Q2	$16.9K	Sell	133 -80	-38%	-$9.54K	﹤0.01%	802
2025 Q1	$25.4K	Buy	213 +80	+60%	+$9.75K	﹤0.01%	729
2024 Q4	$15.7K	Hold	133	–	–	﹤0.01%	791
2024 Q3	$14.6K	Hold	133	–	–	﹤0.01%	800
2024 Q2	$13.3K	Sell	133 -475	-78%	-$47.4K	﹤0.01%	803
2024 Q1	$62.3K	Hold	608	–	–	0.01%	541
2023 Q4	$56.1K	Hold	608	–	–	0.01%	548
2023 Q3	$48.8K	Hold	608	–	–	0.01%	550
2023 Q2	$49.4K	Hold	608	–	–	0.01%	718
2023 Q1	$47.4K	Hold	608	–	–	0.01%	720
2022 Q4	$50.3K	Hold	608	–	–	0.01%	692
2022 Q3	$45K	Hold	608	–	–	0.01%	726
2022 Q2	$47K	Hold	608	–	–	0.01%	718
2022 Q1	$57K	Hold	608	–	–	0.01%	715
2021 Q4	$59K	Hold	608	–	–	0.01%	698
2021 Q3	$56K	Hold	608	–	–	0.01%	713
2021 Q2	$55K	Hold	608	–	–	0.01%	683
2021 Q1	$51K	Hold	608	–	–	0.01%	683
2020 Q4	$44K	Buy	608 +575	+1,742%	+$38K	0.01%	659
2020 Q3	$2K	Buy	+33	New	+$1.96K	﹤0.01%	1041

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

City State Bank Norwalk, Iowa $436M AUM 32.32% 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