Bordeaux Wealth Advisors’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	$13.3M	Sell	104,677 -352	-0.3%	-$44.8K	1.71%	12
2025 Q1	$12.5M	Sell	105,029 -1,770	-2%	-$211K	2.32%	11
2024 Q4	$12.6M	Sell	106,799 -1,041	-1%	-$123K	2.03%	11
2024 Q3	$11.9M	Buy	107,840 +256	+0.2%	+$28.1K	2.14%	12
2024 Q2	$10.7M	Buy	+107,584	New	+$10.7M	2.05%	13