Carolinas Wealth Consulting’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 | – | Sell |
-157
| Closed | -$18.7K | – | 910 |
|
|
2025
Q1 | $18.7K | Hold |
157
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $18.4K | Buy |
157
+2
| +1% | +$235 | ﹤0.01% | 478 |
|
|
2024
Q3 | $17.1K | Buy |
155
+1
| +0.6% | +$110 | ﹤0.01% | 493 |
|
|
2024
Q2 | $15.4K | Hold |
154
| – | – | ﹤0.01% | 507 |
|
|
2024
Q1 | $15.8K | Sell |
154
-80
| -34% | -$8.18K | ﹤0.01% | 505 |
|
|
2023
Q4 | $21.6K | Buy |
234
+82
| +54% | +$7.57K | ﹤0.01% | 432 |
|
|
2023
Q3 | $11.9K | Sell |
152
-429
| -74% | -$33.5K | ﹤0.01% | 498 |
|
|
2023
Q2 | $47.5K | Hold |
581
| – | – | 0.01% | 351 |
|
|
2023
Q1 | $45.3K | Sell |
581
-156
| -21% | -$12.2K | 0.01% | 380 |
|
|
2022
Q4 | $60.9K | Buy |
737
+7
| +1% | +$579 | 0.01% | 324 |
|
|
2022
Q3 | $55K | Sell |
730
-613
| -46% | -$46.2K | 0.01% | 314 |
|
|
2022
Q2 | $104K | Buy |
1,343
+3
| +0.2% | +$232 | 0.03% | 240 |
|
|
2022
Q1 | $125K | Sell |
1,340
-88
| -6% | -$8.21K | 0.03% | 227 |
|
|
2021
Q4 | $138K | Buy |
1,428
+160
| +13% | +$15.5K | 0.03% | 225 |
|
|
2021
Q3 | $118K | Hold |
1,268
| – | – | 0.03% | 224 |
|
|
2021
Q2 | $115K | Buy |
1,268
+610
| +93% | +$55.3K | 0.03% | 246 |
|
|
2021
Q1 | $56K | Buy |
658
+197
| +43% | +$16.8K | 0.01% | 341 |
|
|
2020
Q4 | $34K | Sell |
461
-261
| -36% | -$19.2K | 0.01% | 397 |
|
|
2020
Q3 | $42K | Sell |
722
-1,688
| -70% | -$98.2K | 0.01% | 301 |
|
|
2020
Q2 | $138K | Sell |
2,410
-528
| -18% | -$30.2K | 0.05% | 125 |
|
|
2020
Q1 | $149K | Buy |
2,938
+1,179
| +67% | +$59.8K | 0.08% | 106 |
|
|
2019
Q4 | $131K | Buy |
+1,759
| New | +$131K | 0.14% | 61 |
|