Arete 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
Q1 | – | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $268M | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | $233K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $280K | Hold |
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|
2017
Q3 | $261K | Buy |
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|
2017
Q2 | $249K | Buy |
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