Certified Advisory Corp’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 | $371K | Buy |
2,913
+2
| +0.1% | +$255 | 0.04% | 233 |
|
2025
Q1 | $348K | Sell |
2,911
-116
| -4% | -$13.9K | 0.04% | 225 |
|
2024
Q4 | $357K | Buy |
3,027
+4
| +0.1% | +$472 | 0.04% | 229 |
|
2024
Q3 | $332K | Buy |
3,023
+2
| +0.1% | +$220 | 0.04% | 237 |
|
2024
Q2 | $302K | Buy |
+3,021
| New | +$302K | 0.04% | 231 |
|
2021
Q2 | – | Sell |
-1,409
| Closed | -$119K | – | 723 |
|
2021
Q1 | $119K | Buy |
+1,409
| New | +$119K | 0.03% | 235 |
|
2020
Q2 | $131K | Buy |
2,295
+7
| +0.3% | +$400 | 0.04% | 207 |
|
2020
Q1 | $116K | Buy |
2,288
+6
| +0.3% | +$304 | 0.05% | 197 |
|
2019
Q4 | $174K | Buy |
2,282
+11
| +0.5% | +$839 | 0.06% | 195 |
|
2019
Q3 | $159K | Hold |
2,271
| – | – | 0.06% | 197 |
|
2019
Q2 | $157K | Buy |
2,271
+5
| +0.2% | +$346 | 0.06% | 189 |
|
2019
Q1 | $146K | Buy |
2,266
+105
| +5% | +$6.77K | 0.06% | 183 |
|
2018
Q4 | $128K | Buy |
2,161
+5
| +0.2% | +$296 | 0.07% | 177 |
|
2018
Q3 | $150K | Buy |
2,156
+7
| +0.3% | +$487 | 0.07% | 169 |
|
2018
Q2 | $145K | Buy |
2,149
+315
| +17% | +$21.3K | 0.08% | 160 |
|
2018
Q1 | $127K | Buy |
1,834
+1
| +0.1% | +$69 | 0.08% | 171 |
|
2017
Q4 | $128K | Buy |
+1,833
| New | +$128K | 0.09% | 149 |
|