SeaCrest Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

SeaCrest Wealth Management’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	–	Sell	-1,821	Closed	-$220K	–	660
2026 Q1	$220K	Buy	1,821 +52	+3%	+$6.63K	0.02%	570
2025 Q4	$240K	Buy	1,769 +3	+0.2%	+$390	0.02%	530
2025 Q3	$230K	Sell	1,766 -63	-3%	-$8.16K	0.02%	544
2025 Q2	$233K	Sell	1,829 -1,001	-35%	-$119K	0.03%	524
2025 Q1	$338K	Buy	2,830 +450	+19%	+$54.8K	0.04%	442
2024 Q4	$281K	Buy	+2,380	New	+$281K	0.03%	512
2022 Q3	–	Sell	-2,026	Closed	-$156K	–	1485
2022 Q2	$156K	Sell	2,026 -220	-10%	-$18.6K	0.02%	699
2022 Q1	$210K	Buy	+2,246	New	+$215K	0.02%	643
2019 Q2	–	Sell	-603	Closed	-$39K	–	1791
2019 Q1	$39K	Sell	603 -205	-25%	-$13.3K	0.01%	1027
2018 Q4	$48K	Buy	808 +216	+36%	+$14K	0.01%	913
2018 Q3	$41K	Buy	592 +20	+3%	+$1.41K	0.01%	1087
2018 Q2	$39K	Hold	572	–	–	0.01%	1079
2018 Q1	$40K	Buy	572 +23	+4%	+$1.66K	0.01%	1048
2017 Q4	$38K	Buy	+549	New	+$37.2K	0.01%	1077

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return