Olistico Wealth’s Vanguard Financials ETF VFH Stock Holding History

Olistico Wealth’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	$5.13K	Hold	39	–	–	﹤0.01%	285
2026 Q1	$4.71K	Sell	39 -49	-56%	-$6.25K	﹤0.01%	294
2025 Q4	$11.7K	Buy	+88	New	+$11.4K	0.01%	245
2025 Q2	–	Sell	-431	Closed	-$51.5K	–	392
2025 Q1	$51.5K	Buy	+431	New	+$52.5K	0.03%	158
2024 Q4	–	Sell	-168	Closed	-$18.5K	–	319
2024 Q3	$18.5K	Hold	168	–	–	0.01%	217
2024 Q2	$16.8K	Buy	+168	New	+$16.8K	0.01%	219

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return