Chai Trust Company’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 | $9.82M | Buy |
77,163
+324
| +0.4% | +$41.2K | 0.6% | 10 |
|
|
2025
Q1 | $9.18M | Hold |
76,839
| – | – | 0.57% | 10 |
|
|
2024
Q4 | $9.07M | Buy |
76,839
+2,686
| +4% | +$317K | 0.47% | 10 |
|
|
2024
Q3 | $8.15M | Buy |
74,153
+6,301
| +9% | +$693K | 0.39% | 11 |
|
|
2024
Q2 | $6.78M | Buy |
67,852
+6,290
| +10% | +$628K | 1.04% | 10 |
|
|
2024
Q1 | $6.3M | Buy |
61,562
+7,194
| +13% | +$737K | 0.68% | 11 |
|
|
2023
Q4 | $5.02M | Buy |
54,368
+7,588
| +16% | +$700K | 0.42% | 11 |
|
|
2023
Q3 | $3.76M | Buy |
46,780
+7,229
| +18% | +$581K | 0.28% | 11 |
|
|
2023
Q2 | $3.21M | Buy |
39,551
+7,817
| +25% | +$635K | 0.22% | 14 |
|
|
2023
Q1 | $2.47M | Buy |
31,734
+6,958
| +28% | +$542K | 0.33% | 16 |
|
|
2022
Q4 | $2.05M | Buy |
24,776
+7,698
| +45% | +$637K | 0.28% | 18 |
|
|
2022
Q3 | $1.27M | Buy |
17,078
+10,212
| +149% | +$760K | 0.19% | 18 |
|
|
2022
Q2 | $530K | Buy |
+6,866
| New | +$530K | 0.07% | 20 |
|