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