Charles Schwab’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 | $736K | Sell |
5,780
-984
| -15% | -$125K | ﹤0.01% | 2999 |
|
|
2025
Q1 | $808K | Sell |
6,764
-1,159
| -15% | -$138K | ﹤0.01% | 2915 |
|
|
2024
Q4 | $935K | Sell |
7,923
-1,776
| -18% | -$210K | ﹤0.01% | 2939 |
|
|
2024
Q3 | $1.07M | Sell |
9,699
-1,596
| -14% | -$175K | ﹤0.01% | 2896 |
|
|
2024
Q2 | $1.13M | Sell |
11,295
-5,205
| -32% | -$520K | ﹤0.01% | 2887 |
|
|
2024
Q1 | $1.69M | Sell |
16,500
-5,142
| -24% | -$526K | ﹤0.01% | 2642 |
|
|
2023
Q4 | $2M | Sell |
21,642
-6,224
| -22% | -$574K | ﹤0.01% | 2623 |
|
|
2023
Q3 | $2.24M | Buy |
+27,866
| New | +$2.24M | ﹤0.01% | 2564 |
|