Claris Financial’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
$980K Sell
7,698
-147
-2% -$18.7K 0.74% 36
2025
Q1
$926K Hold
7,845
0.61% 41
2024
Q4
$926K Buy
+7,845
New +$926K 0.61% 41