Checchi Capital Advisers’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 | $931K | Sell |
7,313
-420
| -5% | -$53.5K | 0.05% | 221 |
|
|
2025
Q1 | $924K | Buy |
7,733
+135
| +2% | +$16.1K | 0.05% | 217 |
|
|
2024
Q4 | $897K | Hold |
7,598
| – | – | 0.05% | 210 |
|
|
2024
Q3 | $835K | Hold |
7,598
| – | – | 0.05% | 221 |
|
|
2024
Q2 | $759K | Sell |
7,598
-876
| -10% | -$87.5K | 0.04% | 230 |
|
|
2024
Q1 | $868K | Sell |
8,474
-3,270
| -28% | -$335K | 0.07% | 216 |
|
|
2023
Q4 | $1.08M | Buy |
11,744
+389
| +3% | +$35.9K | 0.09% | 176 |
|
|
2023
Q3 | $912K | Sell |
11,355
-1,798
| -14% | -$144K | 0.08% | 183 |
|
|
2023
Q2 | $1.07M | Sell |
13,153
-2,568
| -16% | -$209K | 0.1% | 172 |
|
|
2023
Q1 | $1.22M | Sell |
15,721
-630
| -4% | -$49.1K | 0.12% | 148 |
|
|
2022
Q4 | $1.35M | Buy |
16,351
+2,080
| +15% | +$172K | 0.14% | 130 |
|
|
2022
Q3 | $1.06M | Buy |
14,271
+2,691
| +23% | +$200K | 0.1% | 141 |
|
|
2022
Q2 | $960K | Buy |
+11,580
| New | +$960K | 0.08% | 164 |
|