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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.87M	Sell	77,513 -2,690	-3%	-$342K	1.21%	15
2025 Q1	$9.58M	Sell	80,203 -6,341	-7%	-$758K	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%	-$502K	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%	+$1.21M	1.27%	18
2023 Q4	$6.26M	Buy	67,846 +26,704	+65%	+$2.46M	0.91%	28
2023 Q3	$3.3M	Sell	41,142 -715	-2%	-$57.4K	0.54%	45
2023 Q2	$3.4M	Sell	41,857 -5,617	-12%	-$456K	0.52%	45
2023 Q1	$3.7M	Sell	47,474 -6,811	-13%	-$531K	0.58%	40
2022 Q4	$4.49M	Buy	54,285 +8,801	+19%	+$728K	0.75%	35
2022 Q3	$3.39M	Sell	45,484 -1,641	-3%	-$122K	0.62%	40
2022 Q2	$3.64M	Sell	47,125 -24,678	-34%	-$1.9M	0.62%	39
2022 Q1	$6.71M	Buy	71,803 +10,244	+17%	+$957K	1.04%	25
2021 Q4	$5.94M	Buy	61,559 +2,784	+5%	+$269K	0.89%	26
2021 Q3	$5.45M	Buy	58,775 +12,840	+28%	+$1.19M	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%	+$822K	0.63%	39
2020 Q4	$2.07M	Buy	28,446 +3,426	+14%	+$250K	0.44%	47
2020 Q3	$1.46M	Sell	25,020 -6,507	-21%	-$381K	0.35%	65
2020 Q2	$1.8M	Sell	31,527 -11,736	-27%	-$671K	0.42%	50
2020 Q1	$2.19M	Buy	43,263 +20,395	+89%	+$1.03M	0.65%	29
2019 Q4	$1.74M	Sell	22,868 -651	-3%	-$49.7K	0.43%	55
2019 Q3	$1.65M	Buy	23,519 +7,694	+49%	+$539K	0.49%	46
2019 Q2	$1.09M	Sell	15,825 -3,917	-20%	-$270K	0.36%	72
2019 Q1	$1.27M	Sell	19,742 -10,413	-35%	-$672K	0.46%	61
2018 Q4	$1.79M	Buy	30,155 +11,704	+63%	+$695K	0.72%	29
2018 Q3	$1.29M	Buy	18,451 +3,409	+23%	+$239K	0.43%	60
2018 Q2	$1.05M	Sell	15,042 -3,350	-18%	-$233K	0.37%	70
2018 Q1	$1.28M	Buy	+18,392	New	+$1.28M	0.39%	71