Bogart Wealth LLC’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 | $721K | Hold |
5,667
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $677K | Buy |
5,667
+50
| +0.9% | +$5.97K | 0.03% | 138 |
|
|
2024
Q4 | $663K | Hold |
5,617
| – | – | 0.03% | 139 |
|
|
2024
Q3 | $617K | Hold |
5,617
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $561K | Buy |
5,617
+1,583
| +39% | +$158K | 0.03% | 143 |
|
|
2024
Q1 | $413K | Hold |
4,034
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $372K | Sell |
4,034
-150
| -4% | -$13.8K | 0.02% | 160 |
|
|
2023
Q3 | $336K | Sell |
4,184
-117
| -3% | -$9.4K | 0.02% | 160 |
|
|
2023
Q2 | $349K | Hold |
4,301
| – | – | 0.02% | 159 |
|
|
2023
Q1 | $335K | Sell |
4,301
-181
| -4% | -$14.1K | 0.02% | 150 |
|
|
2022
Q4 | $371K | Buy |
4,482
+206
| +5% | +$17K | 0.03% | 147 |
|
|
2022
Q3 | $318K | Buy |
4,276
+92
| +2% | +$6.84K | 0.03% | 145 |
|
|
2022
Q2 | $323K | Sell |
4,184
-115
| -3% | -$8.88K | 0.03% | 139 |
|
|
2022
Q1 | $401K | Hold |
4,299
| – | – | 0.03% | 126 |
|
|
2021
Q4 | $415K | Buy |
4,299
+157
| +4% | +$15.2K | 0.04% | 123 |
|
|
2021
Q3 | $384K | Buy |
4,142
+731
| +21% | +$67.8K | 0.04% | 119 |
|
|
2021
Q2 | $309K | Buy |
3,411
+2,388
| +233% | +$216K | 0.03% | 128 |
|
|
2021
Q1 | $86K | Buy |
+1,023
| New | +$86K | 0.01% | 184 |
|