Capital Investment Advisory Services’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.2K | Sell |
250
-7
| -3% | -$893 | ﹤0.01% | 937 |
|
|
2025
Q4 | $34.3K | Buy |
257
+7
| +3% | +$909 | ﹤0.01% | 884 |
|
|
2025
Q3 | $32.8K | Hold |
250
| – | – | ﹤0.01% | 837 |
|
|
2025
Q2 | $31.8K | Hold |
250
| – | – | ﹤0.01% | 815 |
|
|
2025
Q1 | $29.9K | Hold |
250
| – | – | ﹤0.01% | 769 |
|
|
2024
Q4 | $29.5K | Hold |
250
| – | – | ﹤0.01% | 716 |
|
|
2024
Q3 | $27.5K | Hold |
250
| – | – | ﹤0.01% | 765 |
|
|
2024
Q2 | $25K | Hold |
250
| – | – | ﹤0.01% | 750 |
|
|
2024
Q1 | $25.6K | Hold |
250
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $23.1K | Hold |
250
| – | – | ﹤0.01% | 761 |
|
|
2023
Q3 | $20.1K | Hold |
250
| – | – | ﹤0.01% | 732 |
|
|
2023
Q2 | $20.3K | Hold |
250
| – | – | ﹤0.01% | 696 |
|
|
2023
Q1 | $19.5K | Hold |
250
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $20.7K | Hold |
250
| – | – | ﹤0.01% | 690 |
|
|
2022
Q3 | $19K | Hold |
250
| – | – | ﹤0.01% | 648 |
|
|
2022
Q2 | $19K | Sell |
250
-62
| -20% | -$5.24K | ﹤0.01% | 668 |
|
|
2022
Q1 | $29K | Buy |
312
+62
| +25% | +$5.94K | ﹤0.01% | 671 |
|
|
2021
Q4 | $24K | Hold |
250
| – | – | ﹤0.01% | 658 |
|
|
2021
Q3 | $23K | Hold |
250
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $23K | Hold |
250
| – | – | ﹤0.01% | 649 |
|
|
2021
Q1 | $21K | Sell |
250
-117
| -32% | -$9.33K | ﹤0.01% | 604 |
|
|
2020
Q4 | $27K | Buy |
367
+342
| +1,368% | +$22.6K | ﹤0.01% | 556 |
|
|
2020
Q3 | $1K | Buy |
+25
| New | +$1.49K | ﹤0.01% | 624 |
|
|
2019
Q2 | – | Sell |
-38
| Closed | -$2K | – | 1451 |
|
|
2019
Q1 | $2K | Sell |
38
-362
| -91% | -$23.5K | ﹤0.01% | 1132 |
|
|
2018
Q4 | $24K | Buy |
+400
| New | +$26K | 0.01% | 610 |
|
Other funds holding VFH
PCH
MMEA
