Accel Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,796
| Closed | -$215K | – | 279 |
|
|
2025
Q1 | $215K | Buy |
+1,796
| New | +$215K | 0.08% | 225 |
|
|
2023
Q2 | – | Sell |
-146
| Closed | -$11.4K | – | 841 |
|
|
2023
Q1 | $11.4K | Buy |
146
+115
| +371% | +$8.96K | ﹤0.01% | 854 |
|
|
2022
Q4 | $2.57K | Sell |
31
-28
| -47% | -$2.32K | ﹤0.01% | 885 |
|
|
2022
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 851 |
|
|
2022
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 816 |
|
|
2022
Q1 | $6K | Hold |
59
| – | – | ﹤0.01% | 793 |
|
|
2021
Q4 | $6K | Hold |
59
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 749 |
|
|
2021
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 807 |
|
|
2021
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 762 |
|
|
2020
Q4 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 745 |
|