Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $744K | Hold |
|
|||||
|
2025
Q2 | $721K | Hold |
|
|||||
|
2025
Q1 | $677K | Buy |
|
|||||
|
2024
Q4 | $663K | Hold |
|
|||||
|
2024
Q3 | $617K | Hold |
|
|||||
|
2024
Q2 | $561K | Buy |
|
|||||
|
2024
Q1 | $413K | Hold |
|
|||||
|
2023
Q4 | $372K | Sell |
|
|||||
|
2023
Q3 | $336K | Sell |
|
|||||
|
2023
Q2 | $349K | Hold |
|
|||||
|
2023
Q1 | $335K | Sell |
|
|||||
|
2022
Q4 | $371K | Buy |
|
|||||
|
2022
Q3 | $318K | Buy |
|
|||||
|
2022
Q2 | $323K | Sell |
|
|||||
|
2022
Q1 | $401K | Hold |
|
|||||
|
2021
Q4 | $415K | Buy |
|
|||||
|
2021
Q3 | $384K | Buy |
|
|||||
|
2021
Q2 | $309K | Buy |
|
|||||
|
2021
Q1 | $86K | Buy |
|