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	–	1788
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SeaCrest Wealth Management's VFH Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 1,821 shares — an estimated $220K sold.

SeaCrest Wealth Management first reported a position in VFH in Q4 2017 and held it in 14 quarters. The position peaked at $338K in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

SeaCrest Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 1,821 Vanguard Financials ETF shares in Q2 2026, an estimated $220K.
SeaCrest Wealth Management first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 14 quarters.
SeaCrest Wealth Management's Vanguard Financials ETF position peaked at $338K in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.