Aegis Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Hold
3,800
0.27% 58
2025
Q1
$454K Hold
3,800
0.27% 61
2024
Q4
$449K Buy
+3,800
New +$449K 0.3% 54