Axxcess Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$692K Sell
5,437
-1,111
-17% -$141K 0.02% 511
2025
Q1
$782K Buy
6,548
+4,672
+249% +$558K 0.02% 449
2024
Q4
$221K Buy
+1,876
New +$221K 0.01% 786