Cladis Investment Advisory’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 | $1.51M | Hold |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $790K | Buy |
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|
2022
Q3 | $706K | Hold |
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|
2022
Q2 | $732K | Hold |
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|
2022
Q1 | $886K | Hold |
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|
2021
Q4 | $916K | Buy |
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