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Idaho Trust Bank’s Vanguard Financials ETF VFH Stock Holding History

Idaho Trust Bank’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 		$1.44M Buy
11,941
+13
+0.1% +$1.66K 0.47% 41
2025
Q4 		$1.59M Sell
11,928
-2,273
-16% -$295K 0.53% 39
2025
Q3 		$1.86M Sell
14,201
-817
-5% -$106K 0.63% 36
2025
Q2 		$1.91M Sell
15,018
-2,198
-13% -$262K 0.68% 38
2025
Q1 		$2.06M Buy
17,216
+1,926
+13% +$235K 0.84% 37
2024
Q4 		$1.81M Buy
15,290
+819
+6% +$96.9K 0.91% 32
2024
Q3 		$1.59M Buy
14,471
+34
+0.2% +$3.6K 0.77% 35
2024
Q2 		$1.44M Buy
+14,437
New +$1.44M 0.74% 36
2024
Q1 		– Sell
-12,172
Closed -$1.12M – 151
2023
Q4 		$1.12M Sell
12,172
-5,057
-29% -$425K 0.65% 40
2023
Q3 		$1.38M Sell
17,229
-3,447
-17% -$288K 0.9% 34
2023
Q2 		$1.68M Buy
+20,676
New +$1.62M 1.06% 30

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PCH
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Raymond James Financial
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return