Cerity Partners
VFH icon

Cerity Partners’s Vanguard Financials ETF VFH Stock Holding History

Cerity Partners’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.59M Buy
79,403
+46,872
+144% +$5.98M 0.01% 710
2025
Q4 		$4.34M Buy
32,531
+7,907
+32% +$1.03M 0.01% 979
2025
Q3 		$3.23M Buy
24,624
+1,888
+8% +$244K 0.01% 1073
2025
Q2 		$2.89M Buy
22,736
+1,759
+8% +$210K 0.01% 1048
2025
Q1 		$2.51M Buy
20,977
+859
+4% +$105K 0.01% 1011
2024
Q4 		$2.37M Buy
20,118
+3,746
+23% +$443K 0.01% 1027
2024
Q3 		$1.8M Sell
16,372
-5,507
-25% -$584K ﹤0.01% 1137
2024
Q2 		$2.19M Buy
21,879
+12,222
+127% +$1.22M 0.01% 874
2024
Q1 		$989K Buy
9,657
+400
+4% +$38.4K ﹤0.01% 1286
2023
Q4 		$854K Buy
9,257
+2,101
+29% +$177K ﹤0.01% 1047
2023
Q3 		$575K Buy
+7,156
New +$598K ﹤0.01% 929
2023
Q2 		– Sell
-11,587
Closed -$3.63M – 1963
2023
Q1 		$3.63M Sell
11,587
-2,511
-18% -$212K 0.01% 557
2022
Q4 		$1.17M Buy
+14,098
New +$1.16M 0.01% 655

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