Capital Investment 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 | $450K | Buy |
3,531
+874
| +33% | +$111K | 0.01% | 471 |
|
2025
Q1 | $317K | Buy |
2,657
+9
| +0.3% | +$1.08K | 0.01% | 534 |
|
2024
Q4 | $313K | Sell |
2,648
-345
| -12% | -$40.7K | 0.01% | 512 |
|
2024
Q3 | $329K | Buy |
2,993
+414
| +16% | +$45.5K | 0.01% | 484 |
|
2024
Q2 | $258K | Sell |
2,579
-74
| -3% | -$7.39K | 0.01% | 520 |
|
2024
Q1 | $272K | Buy |
2,653
+105
| +4% | +$10.8K | 0.01% | 508 |
|
2023
Q4 | $235K | Sell |
2,548
-543
| -18% | -$50.1K | 0.01% | 533 |
|
2023
Q3 | $248K | Sell |
3,091
-33
| -1% | -$2.65K | 0.01% | 503 |
|
2023
Q2 | $254K | Sell |
3,124
-15
| -0.5% | -$1.22K | 0.01% | 462 |
|
2023
Q1 | $245K | Buy |
3,139
+397
| +14% | +$30.9K | 0.01% | 474 |
|
2022
Q4 | $227K | Buy |
+2,742
| New | +$227K | 0.01% | 500 |
|