Bell Investment 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	–	Sell	-410	Closed	-$54.7K	–	1948
2025 Q4	$54.7K	Buy	410 +2	+0.5%	+$260	0.01%	243
2025 Q3	$53.5K	Buy	408 +2	+0.5%	+$259	0.01%	234
2025 Q2	$51.7K	Buy	406 +1	+0.2%	+$119	0.01%	241
2025 Q1	$48.4K	Buy	405 +2	+0.5%	+$244	0.01%	224
2024 Q4	$47.6K	Buy	403 +4	+1%	+$473	0.01%	226
2024 Q3	$43.8K	Buy	399 +2	+0.5%	+$212	0.01%	241
2024 Q2	$39.7K	Hold	397	–	–	0.01%	253
2024 Q1	$40.7K	Buy	397 +1	+0.3%	+$96	0.01%	238
2023 Q4	$36.5K	Buy	396 +5	+1%	+$420	0.01%	234
2023 Q3	$31.4K	Buy	391 +2	+0.5%	+$167	0.01%	235
2023 Q2	$31.6K	Hold	389	–	–	0.01%	226
2023 Q1	$30.3K	Buy	389 +3	+0.8%	+$254	0.01%	231
2022 Q4	$32K	Buy	386 +5	+1%	+$413	0.01%	222
2022 Q3	$28K	Hold	381	–	–	0.01%	211
2022 Q2	$29K	Buy	+381	New	+$32.2K	0.01%	206
2021 Q4	$36K	Buy	378 +4	+1%	+$390	0.01%	197
2021 Q3	$35K	Buy	+374	New	+$34.5K	0.01%	190