CMA
Cedar Mountain Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
147,534
+1,323
| +0.9% | +$168K | 3.9% | 8 |
|
|
2025
Q1 | $17.5M | Sell |
146,211
-364
| -0.2% | -$43.5K | 3.91% | 8 |
|
|
2024
Q4 | $17.3M | Sell |
146,575
-79
| -0.1% | -$9.33K | 3.8% | 8 |
|
|
2024
Q3 | $16.1M | Buy |
146,654
+2,966
| +2% | +$326K | 3.63% | 8 |
|
|
2024
Q2 | $14.4M | Buy |
143,688
+917
| +0.6% | +$91.6K | 3.54% | 10 |
|
|
2024
Q1 | $14.6M | Sell |
142,771
-298
| -0.2% | -$30.5K | 3.68% | 10 |
|
|
2023
Q4 | $13.2M | Buy |
143,069
+485
| +0.3% | +$44.7K | 3.57% | 10 |
|
|
2023
Q3 | $11.5M | Buy |
142,584
+1,131
| +0.8% | +$90.8K | 3.38% | 10 |
|
|
2023
Q2 | $11.5M | Buy |
141,453
+14
| +0% | +$1.14K | 3.28% | 10 |
|
|
2023
Q1 | $11M | Buy |
141,439
+5,493
| +4% | +$428K | 3.31% | 10 |
|
|
2022
Q4 | $11.2M | Sell |
135,946
-1,982
| -1% | -$164K | 3.53% | 10 |
|
|
2022
Q3 | $10.3M | Buy |
137,928
+5,813
| +4% | +$433K | 3.42% | 10 |
|
|
2022
Q2 | $10.2M | Buy |
132,115
+2,264
| +2% | +$175K | 3.49% | 9 |
|
|
2022
Q1 | $12.1M | Buy |
129,851
+27,379
| +27% | +$2.56M | 3.58% | 9 |
|
|
2021
Q4 | $9.9M | Buy |
102,472
+2,149
| +2% | +$208K | 3.04% | 8 |
|
|
2021
Q3 | $9.3M | Buy |
100,323
+744
| +0.7% | +$68.9K | 3.09% | 8 |
|
|
2021
Q2 | $9.01M | Buy |
99,579
+1,810
| +2% | +$164K | 2.98% | 8 |
|
|
2021
Q1 | $8.26M | Buy |
97,769
+2,819
| +3% | +$238K | 2.79% | 8 |
|
|
2020
Q4 | $6.92M | Sell |
94,950
-400
| -0.4% | -$29.1K | 2.47% | 10 |
|
|
2020
Q3 | $5.58M | Sell |
95,350
-28
| -0% | -$1.64K | 2.26% | 10 |
|
|
2020
Q2 | $5.46M | Sell |
95,378
-76,764
| -45% | -$4.39M | 2.36% | 10 |
|
|
2020
Q1 | $8.73M | Buy |
172,142
+8,111
| +5% | +$411K | 4.37% | 8 |
|
|
2019
Q4 | $12.5M | Buy |
+164,031
| New | +$12.5M | 5.05% | 7 |
|