Avantax Advisory Services’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 | $13.1M | Sell |
102,976
-41,752
| -29% | -$5.32M | 0.07% | 207 |
|
|
2025
Q1 | $17.3M | Sell |
144,728
-3,155
| -2% | -$377K | 0.1% | 149 |
|
|
2024
Q4 | $17.5M | Sell |
147,883
-2,312
| -2% | -$273K | 0.11% | 143 |
|
|
2024
Q3 | $16.5M | Sell |
150,195
-2,336
| -2% | -$257K | 0.11% | 151 |
|
|
2024
Q2 | $15.2M | Sell |
152,531
-2,111
| -1% | -$211K | 0.11% | 144 |
|
|
2024
Q1 | $15.8M | Buy |
154,642
+10,186
| +7% | +$1.04M | 0.14% | 112 |
|
|
2023
Q4 | $13.3M | Sell |
144,456
-16,260
| -10% | -$1.5M | 0.13% | 123 |
|
|
2023
Q3 | $12.9M | Buy |
160,716
+27,144
| +20% | +$2.18M | 0.14% | 111 |
|
|
2023
Q2 | $10.9M | Sell |
133,572
-117
| -0.1% | -$9.51K | 0.12% | 136 |
|
|
2023
Q1 | $10.4M | Sell |
133,689
-4,931
| -4% | -$384K | 0.13% | 137 |
|
|
2022
Q4 | $11.5M | Buy |
138,620
+10,022
| +8% | +$829K | 0.15% | 114 |
|
|
2022
Q3 | $9.57M | Buy |
128,598
+7,806
| +6% | +$581K | 0.15% | 109 |
|
|
2022
Q2 | $9.32M | Buy |
120,792
+19,155
| +19% | +$1.48M | 0.14% | 115 |
|
|
2022
Q1 | $9.5M | Buy |
101,637
+11,463
| +13% | +$1.07M | 0.13% | 116 |
|
|
2021
Q4 | $8.71M | Buy |
90,174
+3,808
| +4% | +$368K | 0.13% | 122 |
|
|
2021
Q3 | $8.01M | Buy |
86,366
+6,579
| +8% | +$610K | 0.13% | 121 |
|
|
2021
Q2 | $7.21M | Buy |
79,787
+17,933
| +29% | +$1.62M | 0.13% | 124 |
|
|
2021
Q1 | $5.22M | Buy |
61,854
+33,072
| +115% | +$2.79M | 0.11% | 147 |
|
|
2020
Q4 | $2.09M | Sell |
28,782
-59,003
| -67% | -$4.29M | 0.05% | 265 |
|
|
2020
Q3 | $5.16M | Buy |
87,785
+73,283
| +505% | +$4.31M | 0.08% | 207 |
|
|
2020
Q2 | $830K | Buy |
14,502
+2,365
| +19% | +$135K | 0.02% | 377 |
|
|
2020
Q1 | $620K | Sell |
12,137
-7,840
| -39% | -$400K | 0.02% | 391 |
|
|
2019
Q4 | $1.52M | Buy |
19,977
+2,779
| +16% | +$212K | 0.04% | 262 |
|
|
2019
Q3 | $1.21M | Buy |
17,198
+1,143
| +7% | +$80.2K | 0.05% | 185 |
|
|
2019
Q2 | $1.11M | Buy |
16,055
+4,070
| +34% | +$281K | 0.05% | 179 |
|
|
2019
Q1 | $774K | Buy |
+11,985
| New | +$774K | 0.04% | 215 |
|