CFP
VFH icon

Cascade Financial Partners’s Vanguard Financials ETF VFH Stock Holding History

Cascade Financial Partners’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.58M Sell
37,935
-3,014
-7% -$384K 0.47% 54
2025
Q4 		$5.47M Buy
40,949
+6,638
+19% +$862K 0.55% 38
2025
Q3 		$4.5M Buy
34,311
+3,742
+12% +$485K 0.52% 42
2025
Q2 		$3.89M Sell
30,569
-1,290
-4% -$154K 0.47% 44
2025
Q1 		$3.81M Buy
31,859
+25,159
+376% +$3.07M 0.48% 42
2024
Q4 		$791K Hold
6,700
– – 0.1% 114
2024
Q3 		$769K Sell
6,700
-23
-0.3% -$2.44K 0.1% 118
2024
Q2 		$671K Hold
6,723
– – 0.09% 120
2024
Q1 		$653K Buy
+6,723
New +$645K 0.09% 122

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