Blue Bell Private Wealth Management’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 | $171K | Hold |
1,343
| – | – | 0.03% | 253 |
|
|
2025
Q1 | $160K | Buy |
1,343
+1,077
| +405% | +$129K | 0.03% | 248 |
|
|
2024
Q4 | $31.4K | Hold |
266
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $29.2K | Sell |
266
-72
| -21% | -$7.91K | 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% | -$126K | 0.01% | 355 |
|
|
2023
Q4 | $159K | Buy |
1,718
+1,392
| +427% | +$128K | 0.04% | 188 |
|
|
2023
Q3 | $26.2K | Hold |
326
| – | – | 0.01% | 329 |
|
|
2023
Q2 | $26.5K | Sell |
326
-164
| -33% | -$13.3K | 0.01% | 326 |
|
|
2023
Q1 | $38.2K | Hold |
490
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $40.5K | Buy |
+490
| New | +$40.5K | 0.01% | 233 |
|