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Bluesphere Advisors’s Vanguard Financials ETF VFH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $375K | Sell |
2,945
-1,266
| -30% | -$161K | 0.19% | 65 |
|
2025
Q1 | $503K | Sell |
4,211
-2,504
| -37% | -$299K | 0.29% | 43 |
|
2024
Q4 | $793K | Sell |
6,715
-363
| -5% | -$42.9K | 0.39% | 38 |
|
2024
Q3 | $778K | Buy |
7,078
+552
| +8% | +$60.7K | 0.38% | 38 |
|
2024
Q2 | $652K | Sell |
6,526
-1,002
| -13% | -$100K | 0.33% | 38 |
|
2024
Q1 | $771K | Sell |
7,528
-573
| -7% | -$58.7K | 0.43% | 35 |
|
2023
Q4 | $747K | Buy |
8,101
+1,470
| +22% | +$136K | 0.46% | 32 |
|
2023
Q3 | $533K | Buy |
6,631
+1,328
| +25% | +$107K | 0.38% | 37 |
|
2023
Q2 | $431K | Sell |
5,303
-542
| -9% | -$44K | 0.3% | 46 |
|
2023
Q1 | $455K | Sell |
5,845
-485
| -8% | -$37.8K | 0.38% | 43 |
|
2022
Q4 | $524K | Buy |
6,330
+49
| +0.8% | +$4.05K | 0.46% | 41 |
|
2022
Q3 | $468K | Sell |
6,281
-463
| -7% | -$34.5K | 0.47% | 40 |
|
2022
Q2 | $521K | Sell |
6,744
-2,110
| -24% | -$163K | 0.51% | 37 |
|
2022
Q1 | $827K | Buy |
8,854
+2,758
| +45% | +$258K | 0.7% | 29 |
|
2021
Q4 | $589K | Buy |
6,096
+923
| +18% | +$89.2K | 0.49% | 40 |
|
2021
Q3 | $479K | Hold |
5,173
| – | – | 0.46% | 39 |
|
2021
Q2 | $468K | Sell |
5,173
-669
| -11% | -$60.5K | 0.41% | 43 |
|
2021
Q1 | $494K | Buy |
5,842
+2,600
| +80% | +$220K | 0.45% | 45 |
|
2020
Q4 | $236K | Buy |
+3,242
| New | +$236K | 0.25% | 71 |
|