Beacon Pointe Advisors’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
2026 Q1	$3.41M	Buy	28,260 +9,494	+51%	+$1.21M	0.02%	578
2025 Q4	$2.51M	Sell	18,766 -389	-2%	-$50.5K	0.02%	543
2025 Q3	$2.51M	Sell	19,155 -2,113	-10%	-$274K	0.02%	499
2025 Q2	$2.71M	Buy	21,268 +1,374	+7%	+$164K	0.03%	425
2025 Q1	$2.38M	Buy	19,894 +4	+0%	+$487	0.03%	432
2024 Q4	$2.35M	Buy	19,890 +3,517	+21%	+$416K	0.03%	428
2024 Q3	$1.8M	Sell	16,373 -608	-4%	-$64.4K	0.02%	490
2024 Q2	$1.7M	Sell	16,981 -2,360	-12%	-$236K	0.02%	510
2024 Q1	$1.98M	Sell	19,341 -5,787	-23%	-$555K	0.02%	496
2023 Q4	$2.32M	Sell	25,128 -1,310	-5%	-$110K	0.03%	443
2023 Q3	$2.12M	Buy	26,438 +3,952	+18%	+$330K	0.03%	447
2023 Q2	$1.83M	Sell	22,486 -1,563	-6%	-$123K	0.03%	400
2023 Q1	$1.87M	Buy	24,049 +106	+0.4%	+$8.97K	0.03%	412
2022 Q4	$1.98M	Buy	23,943 +1,832	+8%	+$151K	0.04%	361
2022 Q3	$1.65M	Sell	22,111 -1,410	-6%	-$115K	0.04%	353
2022 Q2	$1.81M	Sell	23,521 -770	-3%	-$65K	0.04%	343
2022 Q1	$2.27M	Buy	24,291 +15,295	+170%	+$1.46M	0.03%	418
2021 Q4	$869K	Buy	8,996 +90	+1%	+$8.77K	0.02%	400
2021 Q3	$825K	Buy	8,906 +6,223	+232%	+$574K	0.02%	438
2021 Q2	$243K	Buy	2,683 +169	+7%	+$15.3K	0.01%	733
2021 Q1	$212K	Buy	+2,514	New	+$200K	0.01%	490