Berkeley Capital Partners’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 | $3.75M | Buy |
+29,496
| New | +$3.75M | 0.95% | 17 |
|
|
2022
Q2 | – | Sell |
-52,871
| Closed | -$4.94M | – | 160 |
|
|
2022
Q1 | $4.94M | Buy |
+52,871
| New | +$4.94M | 1.97% | 11 |
|
|
2021
Q4 | – | Sell |
-2,700
| Closed | -$250K | – | 146 |
|
|
2021
Q3 | $250K | Buy |
+2,700
| New | +$250K | 0.12% | 117 |
|
|
2018
Q1 | – | Sell |
-70,207
| Closed | -$4.92M | – | 122 |
|
|
2017
Q4 | $4.92M | Sell |
70,207
-1,274
| -2% | -$89.2K | 3.24% | 6 |
|
|
2017
Q3 | $4.67M | Sell |
71,481
-7,814
| -10% | -$511K | 3.12% | 6 |
|
|
2017
Q2 | $4.96M | Buy |
79,295
+1,500
| +2% | +$93.8K | 3.38% | 8 |
|
|
2017
Q1 | $4.7M | Buy |
+77,795
| New | +$4.7M | 3.2% | 8 |
|