Wheelhouse Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Wheelhouse Advisory Group’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 Q3	$9.85M	Buy
2025 Q2	$9.18M	Buy
2025 Q1	$8.36M	Buy
2024 Q4	$7.94M	Buy
2024 Q3	$7.18M	Buy
2024 Q2	$6.44M	Buy
2024 Q1	$6.37M	Buy
2023 Q4	$5.48M	Buy