Blue Bell Private 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	$160K	Hold	1,324	–	–	0.02%	289
2025 Q4	$177K	Sell	1,324 -19	-1%	-$2.47K	0.03%	267
2025 Q3	$176K	Hold	1,343	–	–	0.03%	260
2025 Q2	$171K	Hold	1,343	–	–	0.03%	253
2025 Q1	$160K	Buy	1,343 +1,077	+405%	+$131K	0.03%	248
2024 Q4	$31.4K	Hold	266	–	–	0.01%	408
2024 Q3	$29.2K	Sell	266 -72	-21%	-$7.63K	0.01%	431
2024 Q2	$33.8K	Sell	338 -145	-30%	-$14.5K	0.01%	404
2024 Q1	$49.5K	Sell	483 -1,235	-72%	-$118K	0.01%	355
2023 Q4	$159K	Buy	1,718 +1,392	+427%	+$117K	0.04%	188
2023 Q3	$26.2K	Hold	326	–	–	0.01%	329
2023 Q2	$26.5K	Sell	326 -164	-33%	-$12.9K	0.01%	326
2023 Q1	$38.2K	Hold	490	–	–	0.01%	251
2022 Q4	$40.5K	Buy	+490	New	+$40.5K	0.01%	233