BOPW
Brandywine Oak Private Wealth’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
6,101
-234
| -4% | -$29.8K | 0.07% | 118 |
|
|
2025
Q1 | $757K | Hold |
6,335
| – | – | 0.07% | 118 |
|
|
2024
Q4 | $748K | Hold |
6,335
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $696K | Hold |
6,335
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $633K | Hold |
6,335
| – | – | 0.07% | 129 |
|
|
2024
Q1 | $649K | Sell |
6,335
-1
| -0% | -$102 | 0.07% | 130 |
|
|
2023
Q4 | $585K | Sell |
6,336
-2
| -0% | -$185 | 0.06% | 131 |
|
|
2023
Q3 | $509K | Hold |
6,338
| – | – | 0.06% | 142 |
|
|
2023
Q2 | $515K | Hold |
6,338
| – | – | 0.06% | 153 |
|
|
2023
Q1 | $494K | Buy |
6,338
+176
| +3% | +$13.7K | 0.06% | 160 |
|
|
2022
Q4 | $510K | Sell |
6,162
-62
| -1% | -$5.13K | 0.06% | 156 |
|
|
2022
Q3 | $463K | Sell |
6,224
-90
| -1% | -$6.7K | 0.06% | 158 |
|
|
2022
Q2 | $487K | Sell |
6,314
-1,241
| -16% | -$95.7K | 0.06% | 175 |
|
|
2022
Q1 | $705K | Sell |
7,555
-110
| -1% | -$10.3K | 0.08% | 154 |
|
|
2021
Q4 | $740K | Hold |
7,665
| – | – | 0.08% | 163 |
|
|
2021
Q3 | $710K | Sell |
7,665
-208
| -3% | -$19.3K | 0.08% | 161 |
|
|
2021
Q2 | $712K | Buy |
7,873
+322
| +4% | +$29.1K | 0.08% | 158 |
|
|
2021
Q1 | $638K | Sell |
7,551
-393
| -5% | -$33.2K | 0.09% | 131 |
|
|
2020
Q4 | $578K | Sell |
7,944
-1,320
| -14% | -$96K | 0.09% | 134 |
|
|
2020
Q3 | $541K | Sell |
9,264
-509
| -5% | -$29.7K | 0.09% | 134 |
|
|
2020
Q2 | $559K | Buy |
9,773
+2,663
| +37% | +$152K | 0.1% | 121 |
|
|
2020
Q1 | $465K | Sell |
7,110
-39,336
| -85% | -$2.57M | 0.1% | 116 |
|
|
2019
Q4 | $3.54M | Buy |
46,446
+247
| +0.5% | +$18.8K | 0.64% | 29 |
|
|
2019
Q3 | $3.23M | Buy |
46,199
+528
| +1% | +$36.9K | 0.61% | 30 |
|
|
2019
Q2 | $3.15M | Buy |
45,671
+997
| +2% | +$68.9K | 0.63% | 31 |
|
|
2019
Q1 | $2.88M | Buy |
44,674
+7,535
| +20% | +$486K | 0.6% | 31 |
|
|
2018
Q4 | $2.25M | Buy |
+37,139
| New | +$2.25M | 0.51% | 36 |
|