Boltwood Capital 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 | $254K | Buy |
1,998
+35
| +2% | +$4.46K | 0.07% | 163 |
|
|
2025
Q1 | $235K | Buy |
1,963
+27
| +1% | +$3.23K | 0.07% | 166 |
|
|
2024
Q4 | $229K | Sell |
1,936
-6
| -0.3% | -$708 | 0.07% | 160 |
|
|
2024
Q3 | $213K | Buy |
+1,942
| New | +$213K | 0.06% | 168 |
|
|
2024
Q2 | – | Sell |
-2,220
| Closed | -$227K | – | 173 |
|
|
2024
Q1 | $227K | Sell |
2,220
-50
| -2% | -$5.12K | 0.07% | 162 |
|
|
2023
Q4 | $209K | Sell |
2,270
-267
| -11% | -$24.6K | 0.07% | 159 |
|
|
2023
Q3 | $204K | Buy |
2,537
+52
| +2% | +$4.18K | 0.08% | 153 |
|
|
2023
Q2 | $202K | Buy |
+2,485
| New | +$202K | 0.07% | 158 |
|
|
2020
Q2 | – | Sell |
-4,614
| Closed | -$234K | – | 132 |
|
|
2020
Q1 | $234K | Sell |
4,614
-265
| -5% | -$13.4K | 0.17% | 117 |
|
|
2019
Q4 | $372K | Buy |
+4,879
| New | +$372K | 0.21% | 112 |
|
|
2019
Q1 | – | Sell |
-6,095
| Closed | -$361K | – | 129 |
|
|
2018
Q4 | $361K | Buy |
+6,095
| New | +$361K | 0.25% | 100 |
|