Center for Financial Planning’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
2026 Q1	$16.4K	Hold	136	–	–	﹤0.01%	435
2025 Q4	$18.2K	Hold	136	–	–	﹤0.01%	425
2025 Q3	$17.8K	Hold	136	–	–	﹤0.01%	435
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%	+$1.02K	﹤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%	+$1.56K	﹤0.01%	342
2020 Q1	$5K	Buy	+95	New	+$6.47K	﹤0.01%	423