Magnus Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Magnus Financial Group’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	$1.63M	Buy	12,374 +21	+0.2%	+$2.68K	0.12%	119
2026 Q1	$1.49M	Buy	12,353 +11	+0.1%	+$1.4K	0.12%	120
2025 Q4	$1.65M	Sell	12,342 -99	-0.8%	-$12.9K	0.13%	132
2025 Q3	$1.63M	Sell	12,441 -43	-0.3%	-$5.57K	0.13%	126
2025 Q2	$1.59M	Buy	12,484 +26	+0.2%	+$3.1K	0.14%	117
2025 Q1	$1.49M	Buy	12,458 +15	+0.1%	+$1.83K	0.14%	116
2024 Q4	$1.47M	Buy	12,443 +937	+8%	+$111K	0.14%	118
2024 Q3	$1.26M	Buy	11,506 +104	+0.9%	+$11K	0.13%	122
2024 Q2	$1.14M	Sell	11,402 -225	-2%	-$22.5K	0.13%	123
2024 Q1	$1.19M	Buy	11,627 +74	+0.6%	+$7.1K	0.14%	118
2023 Q4	$1.07M	Sell	11,553 -706	-6%	-$59.3K	0.14%	118
2023 Q3	$985K	Buy	12,259 +67	+0.5%	+$5.6K	0.14%	113
2023 Q2	$990K	Sell	12,192 -349	-3%	-$27.4K	0.14%	113
2023 Q1	$977K	Sell	12,541 -316	-2%	-$26.7K	0.15%	116
2022 Q4	$1.06M	Buy	12,857 +7,119	+124%	+$588K	0.17%	101
2022 Q3	$427K	Sell	5,738 -132	-2%	-$10.7K	0.08%	154
2022 Q2	$453K	Buy	5,870 +49	+0.8%	+$4.14K	0.08%	156
2022 Q1	$544K	Sell	5,821 -2	-0%	-$192	0.09%	155
2021 Q4	$562K	Sell	5,823 -534	-8%	-$52K	0.11%	132
2021 Q3	$589K	Buy	6,357 +708	+13%	+$65.3K	0.12%	113
2021 Q2	$511K	Buy	5,649 +293	+5%	+$26.5K	0.11%	124
2021 Q1	$453K	Buy	5,356 +136	+3%	+$10.8K	0.11%	122
2020 Q4	$380K	Sell	5,220 -1	-0%	-$66	0.04%	181
2020 Q3	$305K	Sell	5,221 -103	-2%	-$6.12K	0.04%	192
2020 Q2	$305K	Sell	5,324 -75,640	-93%	-$4.2M	0.03%	343
2020 Q1	$4.11M	Buy	80,964 +6,332	+8%	+$431K	0.56%	22
2019 Q4	$5.69M	Buy	74,632 +31,865	+75%	+$2.33M	0.81%	16
2019 Q3	$2.99M	Buy	42,767 +853	+2%	+$58.9K	0.56%	20
2019 Q2	$2.89M	Buy	41,914 +4,825	+13%	+$327K	0.56%	23
2019 Q1	$2.39M	Buy	37,089 +2,837	+8%	+$184K	0.49%	26
2018 Q4	$2.03M	Buy	+34,252	New	+$2.22M	0.54%	24

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

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