APP
Avantax Planning Partners’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
5,482
+764
| +16% | +$97.3K | 0.02% | 222 |
|
|
2025
Q1 | $564K | Buy |
4,718
+778
| +20% | +$92.9K | 0.02% | 239 |
|
|
2024
Q4 | $465K | Buy |
3,940
+3
| +0.1% | +$354 | 0.02% | 266 |
|
|
2024
Q3 | $433K | Sell |
3,937
-212
| -5% | -$23.3K | 0.02% | 279 |
|
|
2024
Q2 | $414K | Sell |
4,149
-555
| -12% | -$55.4K | 0.01% | 317 |
|
|
2024
Q1 | $482K | Buy |
4,704
+224
| +5% | +$22.9K | 0.02% | 297 |
|
|
2023
Q4 | $413K | Sell |
4,480
-791
| -15% | -$73K | 0.02% | 260 |
|
|
2023
Q3 | $423K | Sell |
5,271
-319
| -6% | -$25.6K | 0.02% | 245 |
|
|
2023
Q2 | $454K | Sell |
5,590
-637
| -10% | -$51.8K | 0.02% | 241 |
|
|
2023
Q1 | $485K | Buy |
6,227
+321
| +5% | +$25K | 0.02% | 235 |
|
|
2022
Q4 | $489K | Sell |
5,906
-732
| -11% | -$60.6K | 0.02% | 235 |
|
|
2022
Q3 | $494K | Buy |
6,638
+728
| +12% | +$54.2K | 0.02% | 223 |
|
|
2022
Q2 | $456K | Sell |
5,910
-1,905
| -24% | -$147K | 0.02% | 225 |
|
|
2022
Q1 | $730K | Sell |
7,815
-7,362
| -49% | -$688K | 0.03% | 192 |
|
|
2021
Q4 | $1.47M | Buy |
15,177
+8,871
| +141% | +$857K | 0.06% | 124 |
|
|
2021
Q3 | $584K | Sell |
6,306
-3,341
| -35% | -$309K | 0.03% | 185 |
|
|
2021
Q2 | $873K | Sell |
9,647
-9,118
| -49% | -$825K | 0.04% | 143 |
|
|
2021
Q1 | $1.59M | Sell |
18,765
-1,052
| -5% | -$88.9K | 0.08% | 103 |
|
|
2020
Q4 | $1.44M | Sell |
19,817
-1,164
| -6% | -$84.8K | 0.07% | 104 |
|
|
2020
Q3 | $1.23M | Sell |
20,981
-9,577
| -31% | -$560K | 0.06% | 114 |
|
|
2020
Q2 | $1.75M | Sell |
30,558
-12,280
| -29% | -$702K | 0.1% | 90 |
|
|
2020
Q1 | $2.17M | Sell |
42,838
-6,679
| -13% | -$339K | 0.15% | 53 |
|
|
2019
Q4 | $3.78M | Sell |
49,517
-10,450
| -17% | -$797K | 0.22% | 37 |
|
|
2019
Q3 | $4.2M | Sell |
59,967
-30,329
| -34% | -$2.12M | 0.26% | 31 |
|
|
2019
Q2 | $6.32M | Sell |
90,296
-746,052
| -89% | -$52.2M | 0.41% | 16 |
|
|
2019
Q1 | $54M | Buy |
836,348
+86,015
| +11% | +$5.55M | 3.75% | 7 |
|
|
2018
Q4 | $44.5M | Sell |
750,333
-36,049
| -5% | -$2.14M | 3.36% | 9 |
|
|
2018
Q3 | $54.6M | Buy |
786,382
+31,864
| +4% | +$2.21M | 4.37% | 7 |
|
|
2018
Q2 | $50.9M | Buy |
754,518
+33,233
| +5% | +$2.24M | 4.55% | 7 |
|
|
2018
Q1 | $50.1M | Buy |
721,285
+29,046
| +4% | +$2.02M | 4.3% | 7 |
|
|
2017
Q4 | $48.5M | Sell |
692,239
-115,922
| -14% | -$8.12M | 4.44% | 6 |
|
|
2017
Q3 | $52.8M | Buy |
808,161
+49,761
| +7% | +$3.25M | 4.16% | 7 |
|
|
2017
Q2 | $47.4M | Buy |
758,400
+225,953
| +42% | +$14.1M | 4% | 7 |
|
|
2017
Q1 | $32.2M | Buy |
532,447
+517,613
| +3,489% | +$31.3M | 2.88% | 7 |
|
|
2016
Q4 | $880K | Buy |
+14,834
| New | +$880K | 0.09% | 106 |
|