Center for Financial Planning’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 | $17.3K | Hold |
136
| – | – | ﹤0.01% | 403 |
|
|
2025
Q1 | $16.2K | Hold |
136
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $16.1K | Hold |
136
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $14.9K | Hold |
136
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $13.6K | Hold |
136
| – | – | ﹤0.01% | 357 |
|
|
2024
Q1 | $13.9K | Hold |
136
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $12.5K | Hold |
136
| – | – | ﹤0.01% | 344 |
|
|
2023
Q3 | $10.9K | Hold |
136
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $11K | Buy |
136
+13
| +11% | +$1.06K | ﹤0.01% | 372 |
|
|
2023
Q1 | $9.58K | Hold |
123
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $10.2K | Hold |
123
| – | – | ﹤0.01% | 358 |
|
|
2022
Q3 | $9K | Hold |
123
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $9K | Hold |
123
| – | – | ﹤0.01% | 374 |
|
|
2022
Q1 | $11K | Hold |
123
| – | – | ﹤0.01% | 363 |
|
|
2021
Q4 | $12K | Hold |
123
| – | – | ﹤0.01% | 361 |
|
|
2021
Q3 | $11K | Hold |
123
| – | – | ﹤0.01% | 354 |
|
|
2021
Q2 | $11K | Hold |
123
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $10K | Hold |
123
| – | – | ﹤0.01% | 386 |
|
|
2020
Q4 | $9K | Hold |
123
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $7K | Hold |
123
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $7K | Buy |
123
+28
| +29% | +$1.59K | ﹤0.01% | 342 |
|
|
2020
Q1 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 423 |
|