Valeo Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Valeo 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	$901K	Hold	6,846	–	–	0.02%	322
2026 Q1	$827K	Hold	6,846	–	–	0.02%	300
2025 Q4	$914K	Buy	6,846 +83	+1%	+$10.8K	0.02%	321
2025 Q3	$888K	Buy	6,763 +38	+0.6%	+$4.92K	0.02%	332
2025 Q2	$856K	Buy	+6,725	New	+$802K	0.02%	336
2024 Q4	–	Sell	-2,180	Closed	-$240K	–	787
2024 Q3	$240K	Sell	2,180 -215	-9%	-$22.8K	0.01%	599
2024 Q2	$239K	Buy	2,395 +225	+10%	+$22.5K	0.01%	564
2024 Q1	$216K	Buy	+2,170	New	+$208K	0.01%	590
2023 Q4	–	Sell	-2,593	Closed	-$208K	–	722
2023 Q3	$208K	Buy	+2,593	New	+$217K	0.01%	559
2022 Q2	–	Sell	-3,654	Closed	-$341K	–	652
2022 Q1	$341K	Buy	+3,654	New	+$350K	0.02%	422
2021 Q2	–	Sell	-301	Closed	-$25K	–	1779
2021 Q1	$25K	Sell	301 -56	-16%	-$4.46K	﹤0.01%	1106
2020 Q4	$26K	Buy	357 +56	+19%	+$3.7K	﹤0.01%	967
2020 Q3	$18K	Sell	301 -6,543	-96%	-$389K	﹤0.01%	947
2020 Q2	$24K	Buy	6,844 +6,543	+2,174%	+$364K	﹤0.01%	998
2020 Q1	$17K	Hold	301	–	–	﹤0.01%	937
2019 Q4	$23K	Buy	+301	New	+$22K	﹤0.01%	893
2019 Q1	–	Sell	-105	Closed	-$6K	–	1688
2018 Q4	$6K	Buy	105 +70	+200%	+$4.54K	﹤0.01%	1039
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	1524
2018 Q2	$2K	Buy	+35	New	+$2.44K	﹤0.01%	1388

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

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

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

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return