Premier Path Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Premier Path Wealth Partners’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	$733K	Sell	6,064 -279	-4%	-$35.6K	0.1%	202
2025 Q4	$847K	Sell	6,343 -44	-0.7%	-$5.71K	0.11%	176
2025 Q3	$838K	Sell	6,387 -4	-0.1%	-$518	0.11%	195
2025 Q2	$814K	Sell	6,391 -91	-1%	-$10.8K	0.11%	191
2025 Q1	$774K	Sell	6,482 -124	-2%	-$15.1K	0.12%	183
2024 Q4	$780K	Sell	6,606 -5	-0.1%	-$591	0.12%	179
2024 Q3	$727K	Sell	6,611 -32	-0.5%	-$3.39K	0.11%	186
2024 Q2	$664K	Sell	6,643 -1,135	-15%	-$113K	0.11%	185
2024 Q1	$796K	Sell	7,778 -4,188	-35%	-$402K	0.15%	157
2023 Q4	$1.1M	Buy	+11,966	New	+$1.01M	0.24%	103

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