Cape Investment Advisory’s Vanguard Financials ETF VFH Stock Holding History

Cape Investment Advisory’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$77.3K	Sell
2025 Q1	$148K	Sell
2024 Q4	$151K	Sell
2024 Q3	$149K	Buy
2024 Q2	$133K	Sell
2024 Q1	$138K	Buy
2023 Q4	$44.6K	Sell
2023 Q3	$157K	Buy
2023 Q2	$7.64K	Buy
2023 Q1	$5.92K	Buy