Ascent Group’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 | $971K | Buy |
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|
2025
Q2 | $930K | Hold |
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|
2025
Q1 | $872K | Sell |
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|
2024
Q4 | $888K | Sell |
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|
2024
Q3 | $854K | Sell |
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|
2024
Q2 | $818K | Sell |
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $862K | Buy |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $773K | Buy |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $3.61M | Sell |
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|
2021
Q4 | $5.12M | Buy |
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