Alteri Wealth’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
$229K Sell
1,801
-463
-20% -$58.9K 0.09% 241
2025
Q1
$270K Sell
2,264
-1,122
-33% -$134K 0.12% 198
2024
Q4
$400K Buy
+3,386
New +$400K 0.11% 148