Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.62M | Buy |
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|
2025
Q2 | $5.45M | Buy |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.13M | Buy |
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|
2024
Q3 | $4.8M | Buy |
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|
2024
Q2 | $4.31M | Hold |
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|
2024
Q1 | $4.4M | Hold |
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|
2023
Q4 | $3.98M | Hold |
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|
2023
Q3 | $3.47M | Sell |
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|
2023
Q2 | $3.65M | Hold |
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|
2023
Q1 | $3.48M | Hold |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $3.85M | Hold |
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|
2021
Q4 | $3.99M | Hold |
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|
2021
Q3 | $3.85M | Sell |
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|
2021
Q2 | $3.74M | Buy |
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|
2021
Q1 | $3.47M | Hold |
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|
2020
Q4 | $2.99M | Sell |
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|
2020
Q3 | $2.4M | Buy |
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|
2020
Q2 | $2.34M | Hold |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $3.15M | Hold |
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|
2019
Q3 | $2.91M | Hold |
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|
2019
Q2 | $2.85M | Sell |
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|
2019
Q1 | $2.67M | Hold |
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|
2018
Q4 | $2.45M | Hold |
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|
2018
Q3 | $2.87M | Hold |
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|
2018
Q2 | $2.8M | Buy |
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|
2018
Q1 | $2.87M | Buy |
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