Cavalier Investments’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 | $8.56M | Sell |
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|
2025
Q1 | $8.2M | Sell |
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|
2024
Q4 | $8.11M | Buy |
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|
2024
Q3 | $7.24M | Buy |
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|
2024
Q2 | $6.18M | Buy |
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|
2024
Q1 | $6.14M | Buy |
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|
2023
Q4 | $5.23M | Buy |
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|
2023
Q3 | $4.44M | Buy |
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|
2023
Q2 | $4.33M | Buy |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $3.88M | Sell |
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|
2022
Q3 | $3.68M | Sell |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $4.94M | Buy |
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|
2021
Q4 | $4.72M | Buy |
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|
2021
Q3 | $3.72M | Buy |
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|
2021
Q2 | $2.97M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.36M | Sell |
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|
2019
Q3 | $3.22M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.56M | Buy |
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|
2018
Q3 | $2.88M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $339K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $348K | Buy |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $217K | Buy |
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