Cascade Financial Partners’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 | $3.89M | Sell |
30,569
-1,290
| -4% | -$164K | 0.47% | 44 |
|
|
2025
Q1 | $3.81M | Buy |
31,859
+25,159
| +376% | +$3.01M | 0.48% | 42 |
|
|
2024
Q4 | $791K | Hold |
6,700
| – | – | 0.1% | 114 |
|
|
2024
Q3 | $769K | Sell |
6,700
-23
| -0.3% | -$2.64K | 0.1% | 118 |
|
|
2024
Q2 | $671K | Hold |
6,723
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $653K | Buy |
+6,723
| New | +$653K | 0.09% | 122 |
|