Apexium Financial’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 | $2.07M | Hold |
16,285
| – | – | 0.11% | 86 |
|
|
2025
Q1 | $1.95M | Hold |
16,285
| – | – | 0.12% | 89 |
|
|
2024
Q4 | $1.92M | Buy |
16,285
+2,200
| +16% | +$260K | 0.12% | 79 |
|
|
2024
Q3 | $1.56M | Sell |
14,085
-35
| -0.2% | -$3.87K | 0.1% | 73 |
|
|
2024
Q2 | $1.42M | Sell |
14,120
-622
| -4% | -$62.4K | 0.1% | 74 |
|
|
2024
Q1 | $1.51M | Buy |
14,742
+4,214
| +40% | +$431K | 0.11% | 75 |
|
|
2023
Q4 | $971K | Sell |
10,528
-115
| -1% | -$10.6K | 0.07% | 116 |
|
|
2023
Q3 | $860K | Sell |
10,643
-233
| -2% | -$18.8K | 0.09% | 91 |
|
|
2023
Q2 | $888K | Sell |
10,876
-280
| -3% | -$22.9K | 0.08% | 92 |
|
|
2023
Q1 | $869K | Sell |
11,156
-785
| -7% | -$61.1K | 0.09% | 96 |
|
|
2022
Q4 | $988K | Buy |
11,941
+1,828
| +18% | +$151K | 0.1% | 77 |
|
|
2022
Q3 | $753K | Buy |
+10,113
| New | +$753K | 0.09% | 91 |
|
|
2020
Q2 | – | Sell |
-4,640
| Closed | -$235K | – | 81 |
|
|
2020
Q1 | $235K | Buy |
+4,640
| New | +$235K | 0.31% | 46 |
|