Clearstead Advisors’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 | $955K | Buy |
|
|||||
|
2025
Q1 | $896K | Buy |
|
|||||
|
2024
Q4 | $862K | Buy |
|
|||||
|
2024
Q3 | $791K | Sell |
|
|||||
|
2024
Q2 | $724K | Buy |
|
|||||
|
2024
Q1 | $722K | Sell |
|
|||||
|
2023
Q4 | $1.03M | Sell |
|
|||||
|
2023
Q3 | $1.79M | Buy |
|
|||||
|
2023
Q2 | $961K | Buy |
|
|||||
|
2023
Q1 | $13.2K | Sell |
|
|||||
|
2022
Q4 | $18.7K | Hold |
|
|||||
|
2022
Q3 | $17K | Hold |
|
|||||
|
2022
Q2 | $17K | Buy |
|
|||||
|
2022
Q1 | $16K | Hold |
|
|||||
|
2021
Q4 | $16K | Hold |
|
|||||
|
2021
Q3 | $16K | Hold |
|
|||||
|
2021
Q2 | $15K | Hold |
|
|||||
|
2021
Q1 | $14K | Hold |
|
|||||
|
2020
Q4 | $12K | Hold |
|
|||||
|
2020
Q3 | $10K | Buy |
|