Carl P. Sherr & Co’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
2025
Q2
$608K Sell
2025
Q1
$620K Hold
2024
Q4
$613K Hold
2024
Q3
$570K Hold
2024
Q2
$518K Buy
2024
Q1
$522K Buy
2023
Q4
$470K Sell
2023
Q3
$449K Buy
2023
Q2
$449K Sell
2023
Q1
$499K Buy
2022
Q4
$410K Buy
2022
Q3
$338K Sell
2022
Q2
$382K Buy
2022
Q1
$393K Buy
2021
Q4
$276K Buy