WCM
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Winthrop Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Winthrop 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
2026
Q1 		$12.5M Sell
103,156
-1,286
-1% -$164K 3.2% 6
2025
Q4 		$13.9M Sell
104,442
-1,251
-1% -$162K 3.25% 5
2025
Q3 		$13.9M Buy
105,693
+699
+0.7% +$90.5K 3.35% 4
2025
Q2 		$13.4M Buy
104,994
+5,032
+5% +$600K 3.38% 5
2025
Q1 		$11.9M Buy
99,962
+14,355
+17% +$1.75M 3.29% 7
2024
Q4 		$10.1M Sell
85,607
-12,303
-13% -$1.45M 2.69% 10
2024
Q3 		$10.8M Sell
97,910
-2,122
-2% -$225K 5.13% 5
2024
Q2 		$9.99M Buy
100,032
+989
+1% +$98.7K 5% 4
2024
Q1 		$10.1M Buy
99,043
+754
+0.8% +$72.3K 4.67% 5
2023
Q4 		$9.07M Buy
+98,289
New +$8.26M 2.96% 9

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PCH
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Fidelity Investments
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Ameriprise
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MMEA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return