Checchi Capital Advisers’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	$665K	Sell	5,503 -380	-6%	-$48.5K	0.05%	289
2025 Q4	$785K	Sell	5,883 -989	-14%	-$128K	0.05%	241
2025 Q3	$902K	Sell	6,872 -441	-6%	-$57.1K	0.06%	224
2025 Q2	$931K	Sell	7,313 -420	-5%	-$50.1K	0.06%	225
2025 Q1	$924K	Buy	7,733 +135	+2%	+$16.4K	0.07%	221
2024 Q4	$897K	Hold	7,598	–	–	0.07%	214
2024 Q3	$835K	Hold	7,598	–	–	0.06%	225
2024 Q2	$759K	Sell	7,598 -876	-10%	-$87.5K	0.06%	234
2024 Q1	$868K	Sell	8,474 -3,270	-28%	-$314K	0.07%	216
2023 Q4	$1.08M	Buy	11,744 +389	+3%	+$32.7K	0.09%	176
2023 Q3	$912K	Sell	11,355 -1,798	-14%	-$150K	0.08%	183
2023 Q2	$1.07M	Sell	13,153 -2,568	-16%	-$202K	0.1%	172
2023 Q1	$1.22M	Sell	15,721 -630	-4%	-$53.3K	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%	+$219K	0.12%	145
2022 Q2	$960K	Buy	+11,580	New	+$978K	0.1%	168