Cary Street Partners Investment Advisory’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
Q3 | $75.2K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $820K | Sell |
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|
2023
Q1 | $848K | Sell |
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|
2022
Q4 | $928K | Sell |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $837K | Buy |
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|
2022
Q1 | $860K | Buy |
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|
2021
Q4 | $656K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $67K | Buy |
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