Baker Avenue Asset Management’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 | $208K | Buy |
+1,635
| New | +$208K | 0.01% | 461 |
|
|
2023
Q4 | – | Sell |
-1,401
| Closed | -$113K | – | 1429 |
|
|
2023
Q3 | $113K | Sell |
1,401
-1,072
| -43% | -$86.1K | 0.01% | 408 |
|
|
2023
Q2 | $201K | Buy |
2,473
+867
| +54% | +$70.4K | 0.01% | 344 |
|
|
2023
Q1 | $125K | Buy |
1,606
+205
| +15% | +$16K | 0.01% | 402 |
|
|
2022
Q4 | $116K | Buy |
+1,401
| New | +$116K | 0.01% | 387 |
|