Anchor Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.35M | Buy |
36,024
+1,593
| +5% | +$203K | 0.36% | 69 |
|
|
2025
Q4 | $4.6M | Buy |
34,431
+838
| +2% | +$109K | 0.37% | 64 |
|
|
2025
Q3 | $4.41M | Buy |
33,593
+1,253
| +4% | +$162K | 0.37% | 69 |
|
|
2025
Q2 | $4.12M | Sell |
32,340
-930
| -3% | -$111K | 0.36% | 73 |
|
|
2025
Q1 | $3.97M | Buy |
33,270
+269
| +0.8% | +$32.8K | 0.37% | 72 |
|
|
2024
Q4 | $3.9M | Sell |
33,001
-893
| -3% | -$106K | 0.36% | 70 |
|
|
2024
Q3 | $3.73M | Buy |
33,894
+612
| +2% | +$64.9K | 0.35% | 73 |
|
|
2024
Q2 | $3.32M | Sell |
33,282
-883
| -3% | -$88.2K | 0.34% | 79 |
|
|
2024
Q1 | $3.5M | Sell |
34,165
-293
| -0.9% | -$28.1K | 0.37% | 73 |
|
|
2023
Q4 | $3.18M | Sell |
34,458
-1,034
| -3% | -$86.9K | 0.36% | 72 |
|
|
2023
Q3 | $2.85M | Sell |
35,492
-319
| -0.9% | -$26.7K | 0.37% | 73 |
|
|
2023
Q2 | $2.91M | Sell |
35,811
-21,626
| -38% | -$1.7M | 0.37% | 73 |
|
|
2023
Q1 | $4.47M | Sell |
57,437
-237
| -0.4% | -$20K | 0.61% | 45 |
|
|
2022
Q4 | $4.77M | Buy |
57,674
+19,124
| +50% | +$1.58M | 0.68% | 37 |
|
|
2022
Q3 | $2.87M | Buy |
38,550
+1,128
| +3% | +$91.7K | 0.45% | 61 |
|
|
2022
Q2 | $2.89M | Buy |
37,422
+1,309
| +4% | +$111K | 0.42% | 66 |
|
|
2022
Q1 | $3.37M | Buy |
36,113
+33,074
| +1,088% | +$3.17M | 0.43% | 66 |
|
|
2021
Q4 | $293K | Hold |
3,039
| – | – | 0.04% | 327 |
|
|
2021
Q3 | $282K | Sell |
3,039
-273
| -8% | -$25.2K | 0.04% | 309 |
|
|
2021
Q2 | $300K | Sell |
3,312
-110
| -3% | -$9.94K | 0.04% | 303 |
|
|
2021
Q1 | $289K | Sell |
3,422
-1,722
| -33% | -$137K | 0.04% | 289 |
|
|
2020
Q4 | $375K | Sell |
5,144
-368
| -7% | -$24.3K | 0.07% | 213 |
|
|
2020
Q3 | $322K | Sell |
5,512
-12,306
| -69% | -$732K | 0.07% | 209 |
|
|
2020
Q2 | $1.02M | Sell |
17,818
-31
| -0.2% | -$1.72K | 0.23% | 115 |
|
|
2020
Q1 | $905K | Sell |
17,849
-9,958
| -36% | -$678K | 0.23% | 113 |
|
|
2019
Q4 | $2.12M | Buy |
27,807
+1,261
| +5% | +$92K | 0.45% | 71 |
|
|
2019
Q3 | $1.86M | Buy |
26,546
+748
| +3% | +$51.7K | 0.43% | 73 |
|
|
2019
Q2 | $1.78M | Buy |
25,798
+714
| +3% | +$48.4K | 0.42% | 68 |
|
|
2019
Q1 | $1.62M | Buy |
25,084
+5,419
| +28% | +$351K | 0.4% | 72 |
|
|
2018
Q4 | $1.17M | Sell |
19,665
-3,947
| -17% | -$256K | 0.33% | 83 |
|
|
2018
Q3 | $1.64M | Buy |
23,612
+1,225
| +5% | +$86.6K | 0.37% | 76 |
|
|
2018
Q2 | $1.51M | Buy |
22,387
+1,367
| +7% | +$95.4K | 0.37% | 75 |
|
|
2018
Q1 | $1.46M | Buy |
21,020
+4,529
| +27% | +$327K | 0.38% | 72 |
|
|
2017
Q4 | $1.16M | Buy |
16,491
+4,424
| +37% | +$300K | 0.31% | 95 |
|
|
2017
Q3 | $789K | Buy |
12,067
+11,057
| +1,095% | +$697K | 0.23% | 110 |
|
|
2017
Q2 | $63.2K | Buy |
1,010
+998
| +8,317% | +$60.3K | 0.02% | 379 |
|
|
2017
Q1 | $726 | Buy |
+12
| New | +$731 | ﹤0.01% | 684 |
|
Other funds holding VFH
PCH
MMEA
