CBIZ Investment Advisory Services’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 | $6.75K | Hold |
53
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $6.33K | Hold |
53
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $6.26K | Hold |
53
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $5.83K | Hold |
53
| – | – | ﹤0.01% | 295 |
|
|
2024
Q2 | $5.29K | Hold |
53
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $5.43K | Buy |
+53
| New | +$5.43K | ﹤0.01% | 282 |
|
|
2021
Q4 | – | Hold |
0
| – | -$9K | – | 90 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 84 |
|