Amplius Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Sell |
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|
2025
Q2 | $375K | Hold |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $279K | Buy |
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