Bell Investment Advisors’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 | $51.7K | Buy |
406
+1
| +0.2% | +$127 | 0.01% | 241 |
|
|
2025
Q1 | $48.4K | Buy |
405
+2
| +0.5% | +$239 | 0.01% | 224 |
|
|
2024
Q4 | $47.6K | Buy |
403
+4
| +1% | +$473 | 0.01% | 226 |
|
|
2024
Q3 | $43.8K | Buy |
399
+2
| +0.5% | +$220 | 0.01% | 241 |
|
|
2024
Q2 | $39.7K | Hold |
397
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $40.7K | Buy |
397
+1
| +0.3% | +$102 | 0.01% | 238 |
|
|
2023
Q4 | $36.5K | Buy |
396
+5
| +1% | +$461 | 0.01% | 234 |
|
|
2023
Q3 | $31.4K | Buy |
391
+2
| +0.5% | +$161 | 0.01% | 235 |
|
|
2023
Q2 | $31.6K | Hold |
389
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $30.3K | Buy |
389
+3
| +0.8% | +$233 | 0.01% | 231 |
|
|
2022
Q4 | $32K | Buy |
386
+5
| +1% | +$414 | 0.01% | 222 |
|
|
2022
Q3 | $28K | Hold |
381
| – | – | 0.01% | 211 |
|
|
2022
Q2 | $29K | Buy |
+381
| New | +$29K | 0.01% | 206 |
|
|
2021
Q4 | $36K | Buy |
378
+4
| +1% | +$381 | 0.01% | 197 |
|
|
2021
Q3 | $35K | Buy |
+374
| New | +$35K | 0.01% | 190 |
|