Atlas Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Atlas Capital Advisors’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.26M	Sell	60,063 -4,281	-7%	-$546K	0.83%	34
2025 Q4	$8.59M	Buy	+64,344	New	+$8.36M	0.96%	27
2025 Q2	$9.87M	Sell	77,513 -2,690	-3%	-$321K	1.21%	15
2025 Q1	$9.58M	Sell	80,203 -6,341	-7%	-$773K	1.2%	15
2024 Q4	$10.2M	Sell	86,544 -1,910	-2%	-$226K	1.3%	15
2024 Q3	$9.72M	Sell	88,454 -4,567	-5%	-$484K	1.48%	15
2024 Q2	$9.29M	Buy	93,021 +13,322	+17%	+$1.33M	1.21%	20
2024 Q1	$8.16M	Buy	79,699 +11,853	+17%	+$1.14M	1.27%	18
2023 Q4	$6.26M	Buy	67,846 +26,704	+65%	+$2.24M	0.91%	28
2023 Q3	$3.3M	Sell	41,142 -715	-2%	-$59.8K	0.54%	45
2023 Q2	$3.4M	Sell	41,857 -5,617	-12%	-$441K	0.52%	45
2023 Q1	$3.7M	Sell	47,474 -6,811	-13%	-$576K	0.58%	40
2022 Q4	$4.49M	Buy	54,285 +8,801	+19%	+$727K	0.75%	35
2022 Q3	$3.39M	Sell	45,484 -1,641	-3%	-$133K	0.62%	40
2022 Q2	$3.64M	Sell	47,125 -24,678	-34%	-$2.08M	0.62%	39
2022 Q1	$6.71M	Buy	71,803 +10,244	+17%	+$981K	1.04%	25
2021 Q4	$5.94M	Buy	61,559 +2,784	+5%	+$271K	0.89%	26
2021 Q3	$5.45M	Buy	58,775 +12,840	+28%	+$1.18M	0.87%	27
2021 Q2	$4.15M	Buy	45,935 +7,766	+20%	+$702K	0.7%	33
2021 Q1	$3.23M	Buy	38,169 +9,723	+34%	+$775K	0.63%	39
2020 Q4	$2.07M	Buy	28,446 +3,426	+14%	+$226K	0.44%	47
2020 Q3	$1.46M	Sell	25,020 -6,507	-21%	-$387K	0.35%	65
2020 Q2	$1.8M	Sell	31,527 -11,736	-27%	-$652K	0.42%	50
2020 Q1	$2.19M	Buy	43,263 +20,395	+89%	+$1.39M	0.65%	29
2019 Q4	$1.74M	Sell	22,868 -651	-3%	-$47.5K	0.43%	55
2019 Q3	$1.65M	Buy	23,519 +7,694	+49%	+$532K	0.49%	46
2019 Q2	$1.09M	Sell	15,825 -3,917	-20%	-$266K	0.36%	72
2019 Q1	$1.27M	Sell	19,742 -10,413	-35%	-$675K	0.46%	61
2018 Q4	$1.79M	Buy	30,155 +11,704	+63%	+$759K	0.72%	29
2018 Q3	$1.29M	Buy	18,451 +3,409	+23%	+$241K	0.43%	60
2018 Q2	$1.05M	Sell	15,042 -3,350	-18%	-$234K	0.37%	70
2018 Q1	$1.28M	Buy	+18,392	New	+$1.33M	0.39%	71