BIA
Bigelow Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
12,506
+681
| +6% | +$86.7K | 0.7% | 39 |
|
|
2025
Q1 | $1.41M | Buy |
11,825
+2,604
| +28% | +$311K | 0.67% | 45 |
|
|
2024
Q4 | $1.09M | Buy |
9,221
+1,179
| +15% | +$139K | 0.51% | 56 |
|
|
2024
Q3 | $884K | Buy |
8,042
+2,076
| +35% | +$228K | 0.39% | 76 |
|
|
2024
Q2 | $596K | Buy |
5,966
+1,990
| +50% | +$199K | 0.28% | 97 |
|
|
2024
Q1 | $407K | Buy |
+3,976
| New | +$407K | 0.2% | 116 |
|
|
2020
Q1 | – | Sell |
-9,080
| Closed | -$693K | – | 155 |
|
|
2019
Q4 | $693K | Sell |
9,080
-45
| -0.5% | -$3.43K | 0.41% | 68 |
|
|
2019
Q3 | $639K | Hold |
9,125
| – | – | 0.41% | 74 |
|
|
2019
Q2 | $630K | Hold |
9,125
| – | – | 0.42% | 71 |
|
|
2019
Q1 | $589K | Sell |
9,125
-550
| -6% | -$35.5K | 0.41% | 70 |
|
|
2018
Q4 | $574K | Buy |
9,675
+50
| +0.5% | +$2.97K | 0.43% | 73 |
|
|
2018
Q3 | $668K | Buy |
9,625
+2,225
| +30% | +$154K | 0.45% | 65 |
|
|
2018
Q2 | $499K | Hold |
7,400
| – | – | 0.34% | 89 |
|
|
2018
Q1 | $514K | Buy |
7,400
+100
| +1% | +$6.95K | 0.35% | 85 |
|
|
2017
Q4 | $511K | Buy |
+7,300
| New | +$511K | 0.51% | 54 |
|