MGO One Seven’s Vanguard Financials ETF VFH Stock Holding History

MGO One Seven’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	$303K	Buy	2,504 +93	+4%	+$11.9K	0.01%	1131
2025 Q4	$322K	Sell	2,411 -322	-12%	-$41.8K	0.01%	1080
2025 Q3	$359K	Buy	2,733 +142	+5%	+$18.4K	0.01%	951
2025 Q2	$330K	Buy	+2,591	New	+$309K	0.01%	900
2025 Q1	–	Sell	-1,749	Closed	-$207K	–	1193
2024 Q4	$207K	Buy	+1,749	New	+$207K	0.01%	1004
2024 Q1	–	Sell	-2,452	Closed	-$226K	–	977
2023 Q4	$226K	Buy	+2,452	New	+$206K	0.01%	801
2023 Q2	–	Sell	-4,713	Closed	-$367K	–	911
2023 Q1	$367K	Buy	4,713 +1,163	+33%	+$98.4K	0.02%	588
2022 Q4	$294K	Sell	3,550 -263	-7%	-$21.7K	0.03%	559
2022 Q3	$341	Sell	3,813 -5,018	-57%	-$408K	0.01%	496
2022 Q2	$682K	Sell	8,831 -401	-4%	-$33.9K	0.09%	247
2022 Q1	$862K	Buy	9,232 +4,871	+112%	+$466K	0.09%	239
2021 Q4	$421K	Buy	4,361 +1,145	+36%	+$112K	0.04%	409
2021 Q3	$320K	Buy	+3,216	New	+$297K	0.04%	435
2019 Q1	–	Sell	-133	Closed	-$7K	–	1592
2018 Q4	$7K	Buy	+133	New	+$8.63K	﹤0.01%	1276

Other funds holding VFH

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return