Chai Trust Company’s Vanguard Financials ETF VFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.43M	Hold	78,063	–	–	0.8%	10
2025 Q4	$10.4M	Buy	78,063 +621	+0.8%	+$80.7K	0.9%	10
2025 Q3	$10.2M	Buy	77,442 +279	+0.4%	+$36.1K	0.67%	9
2025 Q2	$9.82M	Buy	77,163 +324	+0.4%	+$38.6K	0.6%	10
2025 Q1	$9.18M	Hold	76,839	–	–	0.57%	10
2024 Q4	$9.07M	Buy	76,839 +2,686	+4%	+$318K	0.47%	10
2024 Q3	$8.15M	Buy	74,153 +6,301	+9%	+$668K	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%	+$690K	0.68%	11
2023 Q4	$5.02M	Buy	54,368 +7,588	+16%	+$638K	0.42%	11
2023 Q3	$3.76M	Buy	46,780 +7,229	+18%	+$604K	0.28%	11
2023 Q2	$3.21M	Buy	39,551 +7,817	+25%	+$614K	0.22%	14
2023 Q1	$2.47M	Buy	31,734 +6,958	+28%	+$589K	0.33%	16
2022 Q4	$2.05M	Buy	24,776 +7,698	+45%	+$636K	0.28%	18
2022 Q3	$1.27M	Buy	17,078 +10,212	+149%	+$831K	0.19%	18
2022 Q2	$530K	Buy	+6,866	New	+$580K	0.07%	20