BWM
Birchcreek Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
6,725
+200
| +3% | +$25.5K | 0.49% | 41 |
|
|
2025
Q1 | $780K | Sell |
6,525
-18
| -0.3% | -$2.15K | 0.49% | 41 |
|
|
2024
Q4 | $773K | Buy |
6,543
+577
| +10% | +$68.1K | 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% | -$44K | 0.33% | 73 |
|
|
2023
Q3 | $518K | Hold |
6,443
| – | – | 0.35% | 73 |
|
|
2023
Q2 | $523K | Sell |
6,443
-91
| -1% | -$7.39K | 0.37% | 70 |
|
|
2023
Q1 | $509K | Buy |
6,534
+134
| +2% | +$10.4K | 0.4% | 65 |
|
|
2022
Q4 | $529K | Buy |
6,400
+2,315
| +57% | +$192K | 0.47% | 61 |
|
|
2022
Q3 | $304K | Buy |
4,085
+809
| +25% | +$60.2K | 0.28% | 84 |
|
|
2022
Q2 | $253K | Buy |
3,276
+30
| +0.9% | +$2.32K | 0.23% | 98 |
|
|
2022
Q1 | $303K | Sell |
3,246
-55
| -2% | -$5.13K | 0.27% | 83 |
|
|
2021
Q4 | $319K | Sell |
3,301
-874
| -21% | -$84.5K | 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% | -$5.58K | 0.37% | 66 |
|
|
2020
Q4 | $308K | Buy |
+4,241
| New | +$308K | 0.3% | 73 |
|