Caldwell Trust’s Vanguard Financials ETF VFH Stock Holding History

Caldwell Trust’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,146
2024 Q3	$126K	Buy	+1,146
2020 Q2	–	Sell	-1,195
2020 Q1	$60.6K	Hold	1,195
2019 Q4	$91.2K	Buy	+1,195