Avantax Planning Partners’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
Q2 | $698K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $730K | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $584K | Sell |
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|
2021
Q2 | $873K | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.75M | Sell |
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|
2020
Q1 | $2.17M | Sell |
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|
2019
Q4 | $3.78M | Sell |
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|
2019
Q3 | $4.2M | Sell |
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|
2019
Q2 | $6.32M | Sell |
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|
2019
Q1 | $54M | Buy |
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|
2018
Q4 | $44.5M | Sell |
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|
2018
Q3 | $54.6M | Buy |
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|
2018
Q2 | $50.9M | Buy |
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|
2018
Q1 | $50.1M | Buy |
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|
2017
Q4 | $48.5M | Sell |
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|
2017
Q3 | $52.8M | Buy |
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|
2017
Q2 | $47.4M | Buy |
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|
2017
Q1 | $32.2M | Buy |
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|
2016
Q4 | $880K | Buy |
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