Atria Wealth Solutions’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 | $9.05M | Sell |
70,760
-23,534
| -25% | -$3.01M | 0.2% | 110 |
|
|
2025
Q1 | $11.3M | Sell |
94,294
-25,029
| -21% | -$2.99M | 0.14% | 160 |
|
|
2024
Q4 | $14.1M | Sell |
119,323
-733
| -0.6% | -$86.5K | 0.15% | 143 |
|
|
2024
Q3 | $13.2M | Sell |
120,056
-7,838
| -6% | -$865K | 0.14% | 151 |
|
|
2024
Q2 | $12.8M | Sell |
127,894
-11,944
| -9% | -$1.2M | 0.14% | 150 |
|
|
2024
Q1 | $14.3M | Buy |
139,838
+49,152
| +54% | +$5.03M | 0.16% | 139 |
|
|
2023
Q4 | $8.37M | Sell |
90,686
-49,677
| -35% | -$4.58M | 0.1% | 193 |
|
|
2023
Q3 | $11.3M | Buy |
140,363
+99,635
| +245% | +$8.04M | 0.16% | 139 |
|
|
2023
Q2 | $3.32M | Sell |
40,728
-7,067
| -15% | -$576K | 0.05% | 399 |
|
|
2023
Q1 | $3.72M | Sell |
47,795
-29,008
| -38% | -$2.26M | 0.06% | 344 |
|
|
2022
Q4 | $6.35M | Buy |
76,803
+27,737
| +57% | +$2.29M | 0.1% | 212 |
|
|
2022
Q3 | $3.66M | Buy |
49,066
+720
| +1% | +$53.8K | 0.06% | 301 |
|
|
2022
Q2 | $3.73M | Sell |
48,346
-44,656
| -48% | -$3.45M | 0.07% | 277 |
|
|
2022
Q1 | $8.69M | Buy |
+93,002
| New | +$8.69M | 0.14% | 151 |
|