CBIZ Investment Advisory Services’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
$6.75K Hold
2025
Q1
$6.33K Hold
2024
Q4
$6.26K Hold
2024
Q3
$5.83K Hold
2024
Q2
$5.29K Hold
2024
Q1
$5.43K Buy
2021
Q4
Hold
2021
Q3
Hold