AIA
Allied Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $488K | Hold |
3,830
| – | – | 0.09% | 60 |
|
2025
Q1 | $458K | Hold |
3,830
| – | – | 0.09% | 59 |
|
2024
Q4 | $452K | Sell |
3,830
-195
| -5% | -$23K | 0.09% | 56 |
|
2024
Q3 | $442K | Sell |
4,025
-94
| -2% | -$10.3K | 0.09% | 55 |
|
2024
Q2 | $411K | Hold |
4,119
| – | – | 0.1% | 52 |
|
2024
Q1 | $422K | Sell |
4,119
-32
| -0.8% | -$3.28K | 0.1% | 48 |
|
2023
Q4 | $383K | Sell |
4,151
-285
| -6% | -$26.3K | 0.1% | 49 |
|
2023
Q3 | $356K | Buy |
+4,436
| New | +$356K | 0.11% | 47 |
|