PSI Advisors’s Vanguard Financials ETF VFH Stock Holding History

PSI 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
2025 Q2	–	Sell	-218	Closed	-$26K	–	668
2025 Q1	$26K	Sell	218 -20	-8%	-$2.44K	0.01%	337
2024 Q4	$28.1K	Hold	238	–	–	0.01%	357
2024 Q3	$26.2K	Hold	238	–	–	0.01%	374
2024 Q2	$23.8K	Hold	238	–	–	0.01%	370
2024 Q1	$24.4K	Hold	238	–	–	0.01%	359
2023 Q4	$22K	Hold	238	–	–	0.01%	394
2023 Q3	$19.1K	Hold	238	–	–	0.01%	392
2023 Q2	$19.3K	Hold	238	–	–	0.01%	396
2023 Q1	$18.5K	Hold	238	–	–	0.01%	349
2022 Q4	$19.7K	Hold	238	–	–	0.01%	320
2022 Q3	$18K	Hold	238	–	–	0.01%	344
2022 Q2	$18K	Hold	238	–	–	0.01%	370
2022 Q1	$22K	Hold	238	–	–	0.01%	359
2021 Q4	$23K	Hold	238	–	–	0.01%	383
2021 Q3	$22K	Buy	+238	New	+$22K	0.01%	377
2020 Q1	–	Sell	-238	Closed	-$18K	–	576
2019 Q4	$18K	Buy	+238	New	+$17.4K	0.01%	396

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Fidelity Investments

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

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return