Cherry Tree Wealth Management’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
2025
Q2
$140K Hold
2025
Q1
$132K Hold
2024
Q4
$130K Hold
2024
Q3
$121K Hold
2024
Q2
$110K Hold
2024
Q1
$113K Hold
2023
Q4
$102K Hold
2023
Q3
$88.6K Sell
2023
Q2
$120K Buy