Cerity Partners’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 | $2.89M | Buy |
22,736
+1,759
| +8% | +$224K | 0.01% | 1047 |
|
|
2025
Q1 | $2.51M | Buy |
20,977
+859
| +4% | +$103K | 0.01% | 1006 |
|
|
2024
Q4 | $2.37M | Buy |
20,118
+3,746
| +23% | +$442K | 0.01% | 1027 |
|
|
2024
Q3 | $1.8M | Sell |
16,372
-5,507
| -25% | -$605K | ﹤0.01% | 1137 |
|
|
2024
Q2 | $2.19M | Buy |
21,879
+12,222
| +127% | +$1.22M | 0.01% | 872 |
|
|
2024
Q1 | $989K | Buy |
9,657
+400
| +4% | +$41K | ﹤0.01% | 1286 |
|
|
2023
Q4 | $854K | Buy |
9,257
+2,101
| +29% | +$194K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $575K | Buy |
+7,156
| New | +$575K | ﹤0.01% | 926 |
|
|
2023
Q2 | – | Sell |
-11,587
| Closed | -$3.63M | – | 1960 |
|
|
2023
Q1 | $3.63M | Sell |
11,587
-2,511
| -18% | -$787K | 0.01% | 556 |
|
|
2022
Q4 | $1.17M | Buy |
+14,098
| New | +$1.17M | 0.01% | 654 |
|