Caldwell Trust’s Vanguard Financials ETF VFH Stock Holding History

Caldwell Trust’s Portfolio VFH Stock Details VFH Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.8K	Buy
2024 Q4	–	Sell
2024 Q3	$126K	Buy
2020 Q2	–	Sell
2020 Q1	$60.6K	Hold
2019 Q4	$91.2K	Buy