Birchcreek Wealth Management’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	$851K	Hold	7,042	–	–	0.41%	44
2025 Q4	$940K	Buy	7,042 +122	+2%	+$15.8K	0.46%	40
2025 Q3	$908K	Buy	6,920 +195	+3%	+$25.3K	0.47%	42
2025 Q2	$856K	Buy	6,725 +200	+3%	+$23.8K	0.49%	41
2025 Q1	$780K	Sell	6,525 -18	-0.3%	-$2.19K	0.49%	41
2024 Q4	$773K	Buy	6,543 +577	+10%	+$68.2K	0.49%	42
2024 Q3	$656K	Hold	5,966	–	–	0.43%	46
2024 Q2	$596K	Hold	5,966	–	–	0.34%	65
2024 Q1	$611K	Hold	5,966	–	–	0.32%	72
2023 Q4	$550K	Sell	5,966 -477	-7%	-$40.1K	0.33%	73
2023 Q3	$518K	Hold	6,443	–	–	0.35%	73
2023 Q2	$523K	Sell	6,443 -91	-1%	-$7.14K	0.37%	70
2023 Q1	$509K	Buy	6,534 +134	+2%	+$11.3K	0.4%	65
2022 Q4	$529K	Buy	6,400 +2,315	+57%	+$191K	0.47%	61
2022 Q3	$304K	Buy	4,085 +809	+25%	+$65.8K	0.28%	84
2022 Q2	$253K	Buy	3,276 +30	+0.9%	+$2.53K	0.23%	98
2022 Q1	$303K	Sell	3,246 -55	-2%	-$5.27K	0.27%	83
2021 Q4	$319K	Sell	3,301 -874	-21%	-$85.2K	0.28%	82
2021 Q3	$387K	Hold	4,175	–	–	0.36%	67
2021 Q2	$378K	Hold	4,175	–	–	0.36%	63
2021 Q1	$353K	Sell	4,175 -66	-2%	-$5.26K	0.37%	66
2020 Q4	$308K	Buy	+4,241	New	+$280K	0.3%	73