Berger Financial Group’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 | $493K | Buy |
3,872
+13
| +0.3% | +$1.66K | 0.03% | 263 |
|
|
2025
Q1 | $461K | Sell |
3,859
-119
| -3% | -$14.2K | 0.03% | 268 |
|
|
2024
Q4 | $470K | Sell |
3,978
-4
| -0.1% | -$472 | 0.03% | 263 |
|
|
2024
Q3 | $438K | Hold |
3,982
| – | – | 0.03% | 248 |
|
|
2024
Q2 | $398K | Hold |
3,982
| – | – | 0.03% | 237 |
|
|
2024
Q1 | $408K | Buy |
3,982
+121
| +3% | +$12.4K | 0.03% | 233 |
|
|
2023
Q4 | $356K | Buy |
+3,861
| New | +$356K | 0.04% | 203 |
|