Wilson & Boucher Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Wilson & Boucher Capital 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
2025 Q1	–	Sell	-2,025	Closed	-$239K	–	114
2024 Q4	$239K	Hold	2,025	–	–	0.17%	101
2024 Q3	$223K	Hold	2,025	–	–	0.15%	107
2024 Q2	$202K	Sell	2,025 -100	-5%	-$9.98K	0.16%	108
2024 Q1	$218K	Buy	+2,125	New	+$204K	0.17%	105
2022 Q2	–	Sell	-2,325	Closed	-$217K	–	109
2022 Q1	$217K	Hold	2,325	–	–	0.2%	103
2021 Q4	$225K	Buy	+2,325	New	+$227K	0.2%	99

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wilson & Boucher Capital Management's VFH Position: Q1 2025 in Review

Wilson & Boucher Capital Management sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 2,025 shares — an estimated $239K sold.

Wilson & Boucher Capital Management first reported a position in VFH in Q4 2021 and held it in 6 quarters. The position peaked at $239K in Q4 2024. 701 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

Wilson & Boucher Capital Management reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
Wilson & Boucher Capital Management sold 2,025 Vanguard Financials ETF shares in Q1 2025, an estimated $239K.
Wilson & Boucher Capital Management first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 6 quarters.
Wilson & Boucher Capital Management's Vanguard Financials ETF position peaked at $239K in Q4 2024.
701 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2025, filed 15 May 2025.