Chapin Davis’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
$255K Hold
2,006
0.07% 193
2025
Q1
$240K Sell
2,006
-1,627
-45% -$194K 0.08% 182
2024
Q4
$399K Hold
3,633
0.13% 144
2024
Q3
$399K Buy
3,633
+1
+0% +$110 0.13% 145
2024
Q2
$363K Hold
3,632
0.12% 149
2024
Q1
$372K Buy
3,632
+31
+0.9% +$3.17K 0.14% 151
2023
Q4
$332K Buy
3,601
+2
+0.1% +$184 0.14% 145
2023
Q3
$289K Buy
3,599
+1
+0% +$80 0.14% 145
2023
Q2
$292K Buy
3,598
+27
+0.8% +$2.19K 0.14% 151
2023
Q1
$278K Buy
+3,571
New +$278K 0.14% 156