Baldwin Wealth 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
2024 Q4	–	Sell	-200	Closed	-$22K	–	991
2024 Q3	$22K	Hold	200	–	–	﹤0.01%	683
2024 Q2	$20K	Hold	200	–	–	﹤0.01%	462
2024 Q1	$20.5K	Sell	200 -266	-57%	-$25.5K	﹤0.01%	487
2023 Q4	$43K	Hold	466	–	–	﹤0.01%	391
2023 Q3	$37.4K	Hold	466	–	–	﹤0.01%	430
2023 Q2	$37.9K	Sell	466 -86	-16%	-$6.75K	﹤0.01%	450
2023 Q1	$43K	Hold	552	–	–	﹤0.01%	434
2022 Q4	$45.7K	Hold	552	–	–	﹤0.01%	424
2022 Q3	$41K	Hold	552	–	–	0.01%	354
2022 Q2	$43K	Hold	552	–	–	0.01%	369
2022 Q1	$52K	Buy	552 +286	+108%	+$27.4K	0.01%	369
2021 Q4	$26K	Hold	266	–	–	﹤0.01%	423
2021 Q3	$25K	Hold	266	–	–	﹤0.01%	433
2021 Q2	$24K	Hold	266	–	–	﹤0.01%	454
2021 Q1	$22K	Buy	+266	New	+$21.2K	﹤0.01%	451