True Link Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

True Link Financial 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
2026 Q2	–	Sell	-200	Closed	-$24.2K	–	394
2026 Q1	$24.2K	Buy	+200	New	+$25.5K	﹤0.01%	273
2022 Q1	–	Sell	-203	Closed	-$20K	–	275
2021 Q4	$20K	Hold	203	–	–	﹤0.01%	568
2021 Q3	$19K	Hold	203	–	–	﹤0.01%	577
2021 Q2	$18K	Sell	203 -1,319	-87%	-$119K	﹤0.01%	523
2021 Q1	$129K	Buy	+1,522	New	+$121K	0.02%	325

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

True Link Financial Advisors's VFH Position: Q2 2026 in Review

True Link Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 200 shares — an estimated $24.2K sold.

True Link Financial Advisors first reported a position in VFH in Q1 2021 and held it in 5 quarters. The position peaked at $129K in Q1 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

True Link Financial Advisors reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 200 Vanguard Financials ETF shares in Q2 2026, an estimated $24.2K.
True Link Financial Advisors first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 5 quarters.
True Link Financial Advisors's Vanguard Financials ETF position peaked at $129K in Q1 2021.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.