CIBC Private Wealth Group’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
4,627
-76
| -2% | -$9.67K | ﹤0.01% | 795 |
|
|
2025
Q1 | $493K | Buy |
4,703
+892
| +23% | +$93.5K | ﹤0.01% | 814 |
|
|
2024
Q4 | $451K | Buy |
3,811
+58
| +2% | +$6.87K | ﹤0.01% | 897 |
|
|
2024
Q3 | $412K | Buy |
3,753
+145
| +4% | +$15.9K | ﹤0.01% | 931 |
|
|
2024
Q2 | $362K | Sell |
3,608
-272
| -7% | -$27.3K | ﹤0.01% | 909 |
|
|
2024
Q1 | $394K | Sell |
3,880
-2,222
| -36% | -$226K | ﹤0.01% | 891 |
|
|
2023
Q4 | $563K | Sell |
6,102
-2,988
| -33% | -$276K | ﹤0.01% | 767 |
|
|
2023
Q3 | $730K | Buy |
+9,090
| New | +$730K | ﹤0.01% | 670 |
|
|
2022
Q2 | – | Sell |
-7,423
| Closed | -$693K | – | 1307 |
|
|
2022
Q1 | $693K | Sell |
7,423
-82
| -1% | -$7.66K | ﹤0.01% | 692 |
|
|
2021
Q4 | $725K | Sell |
7,505
-166
| -2% | -$16K | ﹤0.01% | 699 |
|
|
2021
Q3 | $711K | Hold |
7,671
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $694K | Hold |
7,671
| – | – | ﹤0.01% | 732 |
|
|
2021
Q1 | $648K | Buy |
7,671
+1,339
| +21% | +$113K | ﹤0.01% | 752 |
|
|
2020
Q4 | $461K | Buy |
6,332
+560
| +10% | +$40.8K | ﹤0.01% | 787 |
|
|
2020
Q3 | $338K | Sell |
5,772
-5,999
| -51% | -$351K | ﹤0.01% | 759 |
|
|
2020
Q2 | $673K | Sell |
11,771
-8,364
| -42% | -$478K | ﹤0.01% | 506 |
|
|
2020
Q1 | $1.02M | Sell |
20,135
-6,812
| -25% | -$345K | ﹤0.01% | 503 |
|
|
2019
Q4 | $2.06M | Buy |
26,947
+4,114
| +18% | +$314K | 0.01% | 466 |
|
|
2019
Q3 | $1.6M | Hold |
22,833
| – | – | 0.01% | 489 |
|
|
2019
Q2 | $1.58M | Buy |
22,833
+15,212
| +200% | +$1.05M | 0.01% | 503 |
|
|
2019
Q1 | $492K | Sell |
7,621
-680
| -8% | -$43.9K | ﹤0.01% | 736 |
|
|
2018
Q4 | $493K | Sell |
8,301
-234
| -3% | -$13.9K | ﹤0.01% | 686 |
|
|
2018
Q3 | $592K | Sell |
8,535
-233
| -3% | -$16.2K | ﹤0.01% | 743 |
|
|
2018
Q2 | $591K | Buy |
8,768
+881
| +11% | +$59.4K | ﹤0.01% | 739 |
|
|
2018
Q1 | $548K | Buy |
7,887
+1,083
| +16% | +$75.2K | ﹤0.01% | 765 |
|
|
2017
Q4 | $477K | Sell |
6,804
-662
| -9% | -$46.4K | ﹤0.01% | 788 |
|
|
2017
Q3 | $488K | Buy |
+7,466
| New | +$488K | ﹤0.01% | 776 |
|