Williams & Novak’s Vanguard Financials ETF VFH Stock Holding History

Williams & Novak’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	$562K	Hold	4,270	–	–	0.38%	70
2026 Q1	$516K	Hold	4,270	–	–	0.39%	65
2025 Q4	$570K	Sell	4,270 -945	-18%	-$123K	0.43%	59
2025 Q3	$684K	Hold	5,215	–	–	0.53%	49
2025 Q2	$664K	Hold	5,215	–	–	0.56%	50
2025 Q1	$623K	Hold	5,215	–	–	0.61%	44
2024 Q4	$616K	Sell	5,215 -900	-15%	-$106K	0.59%	47
2024 Q3	$672K	Hold	6,115	–	–	0.63%	45
2024 Q2	$611K	Hold	6,115	–	–	0.57%	46
2024 Q1	$564K	Hold	6,115	–	–	0.64%	43
2023 Q4	$564K	Buy	+6,115	New	+$514K	0.64%	43

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

City State Bank Norwalk, Iowa $436M AUM 32.32% 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