JFS Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

JFS Wealth Advisors’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	$228K	Hold	1,734	–	–	0.01%	321
2026 Q1	$209K	Buy	1,734 +76	+5%	+$9.69K	0.01%	321
2025 Q4	$221K	Hold	1,658	–	–	0.01%	308
2025 Q3	$218K	Hold	1,658	–	–	0.01%	316
2025 Q2	$211K	Sell	1,658 -167	-9%	-$19.9K	0.01%	297
2025 Q1	$218K	Buy	1,825 +334	+22%	+$40.7K	0.01%	294
2024 Q4	$176K	Hold	1,491	–	–	0.01%	302
2024 Q3	$164K	Sell	1,491 -125	-8%	-$13.2K	0.01%	313
2024 Q2	$161K	Buy	1,616 +125	+8%	+$12.5K	0.01%	260
2024 Q1	$153K	Hold	1,491	–	–	0.01%	265
2023 Q4	$138K	Hold	1,491	–	–	0.01%	266
2023 Q3	$120K	Hold	1,491	–	–	0.01%	264
2023 Q2	$121K	Hold	1,491	–	–	0.01%	256
2023 Q1	$116K	Hold	1,491	–	–	0.01%	259
2022 Q4	$123K	Hold	1,491	–	–	0.01%	250
2022 Q3	$111K	Hold	1,491	–	–	0.01%	273
2022 Q2	$115K	Hold	1,491	–	–	0.01%	266
2022 Q1	$139K	Sell	1,491 -203	-12%	-$19.4K	0.01%	262
2021 Q4	$164K	Hold	1,694	–	–	0.02%	247
2021 Q3	$157K	Buy	1,694 +1,491	+734%	+$138K	0.02%	248
2021 Q2	$18K	Buy	+203	New	+$18.3K	﹤0.01%	383
2019 Q2	–	Sell	-43	Closed	-$3K	–	486
2019 Q1	$3K	Hold	43	–	–	﹤0.01%	429
2018 Q4	$3K	Buy	+43	New	+$2.79K	﹤0.01%	415
2018 Q2	–	Sell	-64	Closed	-$4K	–	545
2018 Q1	$4K	Buy	64 +54	+540%	+$3.89K	﹤0.01%	439
2017 Q4	$1K	Buy	+10	New	+$678	﹤0.01%	512

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