AFS
Axiom Financial Strategies’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
28,156
-75
| -0.3% | -$9.55K | 2% | 16 |
|
|
2025
Q1 | $3.37M | Sell |
28,231
-44,731
| -61% | -$5.34M | 2% | 15 |
|
|
2024
Q4 | $8.61M | Buy |
72,962
+1,206
| +2% | +$142K | 4.81% | 6 |
|
|
2024
Q3 | $7.89M | Buy |
71,756
+18,017
| +34% | +$1.98M | 4.16% | 7 |
|
|
2024
Q2 | $5.37M | Sell |
53,739
-113
| -0.2% | -$11.3K | 3.49% | 11 |
|
|
2024
Q1 | $5.51M | Sell |
53,852
-7,633
| -12% | -$782K | 3.51% | 12 |
|
|
2023
Q4 | $5.67M | Sell |
61,485
-239
| -0.4% | -$22.1K | 3.68% | 10 |
|
|
2023
Q3 | $4.96M | Sell |
61,724
-5,249
| -8% | -$422K | 3.33% | 13 |
|
|
2023
Q2 | $5.44M | Buy |
66,973
+3,919
| +6% | +$318K | 3.12% | 13 |
|
|
2023
Q1 | $4.91M | Buy |
63,054
+3,399
| +6% | +$265K | 2.73% | 12 |
|
|
2022
Q4 | $4.94M | Buy |
59,655
+236
| +0.4% | +$19.5K | 3.1% | 12 |
|
|
2022
Q3 | $4.42M | Sell |
59,419
-14,884
| -20% | -$1.11M | 2.35% | 13 |
|
|
2022
Q2 | $5.74M | Sell |
74,303
-10
| -0% | -$772 | 3.02% | 10 |
|
|
2022
Q1 | $6.21M | Buy |
74,313
+1,042
| +1% | +$87.1K | 3.13% | 9 |
|
|
2021
Q4 | $7.08M | Buy |
73,271
+6,117
| +9% | +$591K | 3.22% | 9 |
|
|
2021
Q3 | $6.22M | Buy |
67,154
+10,721
| +19% | +$993K | 2.93% | 10 |
|
|
2021
Q2 | $5.1M | Buy |
56,433
+11,638
| +26% | +$1.05M | 2.35% | 13 |
|
|
2021
Q1 | $3.79M | Sell |
44,795
-8,314
| -16% | -$703K | 1.86% | 15 |
|
|
2020
Q4 | $3.11M | Hold |
53,109
| – | – | 1.87% | 18 |
|
|
2020
Q3 | $3.11M | Sell |
53,109
-18,964
| -26% | -$1.11M | 1.87% | 18 |
|
|
2020
Q2 | $4.12M | Buy |
72,073
+4,240
| +6% | +$243K | 2.69% | 11 |
|
|
2020
Q1 | $3.44M | Buy |
+67,833
| New | +$3.44M | 2.78% | 11 |
|