Cahill Financial 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 | $907K | Buy |
7,127
+1,129
| +19% | +$144K | 0.11% | 128 |
|
|
2025
Q1 | $717K | Buy |
5,998
+1,915
| +47% | +$229K | 0.1% | 141 |
|
|
2024
Q4 | $482K | Buy |
+4,083
| New | +$482K | 0.07% | 167 |
|
|
2022
Q4 | – | Sell |
-6,327
| Closed | -$471K | – | 232 |
|
|
2022
Q3 | $471K | Sell |
6,327
-529
| -8% | -$39.4K | 0.1% | 154 |
|
|
2022
Q2 | $529K | Hold |
6,856
| – | – | 0.11% | 149 |
|
|
2022
Q1 | $640K | Sell |
6,856
-3,218
| -32% | -$300K | 0.12% | 143 |
|
|
2021
Q4 | $973K | Sell |
10,074
-1,004
| -9% | -$97K | 0.19% | 110 |
|
|
2021
Q3 | $1.03M | Sell |
11,078
-2,970
| -21% | -$275K | 0.21% | 103 |
|
|
2021
Q2 | $1.27M | Buy |
+14,048
| New | +$1.27M | 0.29% | 81 |
|