CWM
CMH Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
133,988
-1,368
| -1% | -$174K | 3.97% | 5 |
|
|
2025
Q1 | $16.2M | Sell |
135,356
-2,511
| -2% | -$300K | 4.05% | 5 |
|
|
2024
Q4 | $16.3M | Buy |
137,867
+1,701
| +1% | +$201K | 3.73% | 6 |
|
|
2024
Q3 | $15M | Sell |
136,166
-709
| -0.5% | -$78.3K | 3.54% | 6 |
|
|
2024
Q2 | $13.7M | Buy |
136,875
+1,352
| +1% | +$136K | 3.38% | 7 |
|
|
2024
Q1 | $13.9M | Sell |
135,523
-9,455
| -7% | -$968K | 3.53% | 7 |
|
|
2023
Q4 | $13.4M | Buy |
144,978
+1,727
| +1% | +$159K | 3.24% | 8 |
|
|
2023
Q3 | $11.6M | Buy |
143,251
+3,683
| +3% | +$298K | 3.24% | 8 |
|
|
2023
Q2 | $11.3M | Buy |
139,568
+3,897
| +3% | +$317K | 3.05% | 10 |
|
|
2023
Q1 | $10.6M | Buy |
135,671
+4,608
| +4% | +$359K | 3.05% | 10 |
|
|
2022
Q4 | $10.8M | Buy |
131,063
+756
| +0.6% | +$62.5K | 3.48% | 7 |
|
|
2022
Q3 | $9.7M | Buy |
130,307
+4,524
| +4% | +$337K | 3.56% | 6 |
|
|
2022
Q2 | $9.71M | Buy |
125,783
+8,722
| +7% | +$673K | 3.51% | 7 |
|
|
2022
Q1 | $10.9M | Sell |
117,061
-25,545
| -18% | -$2.39M | 3.36% | 7 |
|
|
2021
Q4 | $13.8M | Buy |
142,606
+4,123
| +3% | +$398K | 4.15% | 7 |
|
|
2021
Q3 | $12.8M | Buy |
138,483
+3,701
| +3% | +$343K | 4.21% | 6 |
|
|
2021
Q2 | $12.2M | Buy |
134,782
+2,907
| +2% | +$263K | 4.07% | 6 |
|
|
2021
Q1 | $11.1M | Sell |
131,875
-1,645
| -1% | -$139K | 4.2% | 7 |
|
|
2020
Q4 | $9.73M | Sell |
133,520
-65,608
| -33% | -$4.78M | 3.56% | 7 |
|
|
2020
Q3 | $11.6M | Buy |
199,128
+4,065
| +2% | +$238K | 4.99% | 5 |
|
|
2020
Q2 | $11.2M | Buy |
195,063
+34,788
| +22% | +$1.99M | 5.33% | 5 |
|
|
2020
Q1 | $8.13M | Buy |
160,275
+105,050
| +190% | +$5.33M | 4.75% | 5 |
|
|
2019
Q4 | $4.21M | Sell |
55,225
-590
| -1% | -$45K | 2.16% | 13 |
|
|
2019
Q3 | $3.91M | Sell |
55,815
-6,525
| -10% | -$457K | 2.21% | 12 |
|
|
2019
Q2 | $4.3M | Buy |
62,340
+1,940
| +3% | +$134K | 2.52% | 10 |
|
|
2019
Q1 | $3.9M | Buy |
60,400
+6,825
| +13% | +$440K | 2.36% | 12 |
|
|
2018
Q4 | $3.18M | Sell |
53,575
-10,350
| -16% | -$614K | 1.92% | 15 |
|
|
2018
Q3 | $4.44M | Buy |
63,925
+5,430
| +9% | +$377K | 2.32% | 14 |
|
|
2018
Q2 | $3.97M | Sell |
58,495
-24,660
| -30% | -$1.67M | 2.27% | 13 |
|
|
2018
Q1 | $5.65M | Sell |
83,155
-745
| -0.9% | -$50.6K | 3.81% | 5 |
|
|
2017
Q4 | $5.87M | Buy |
83,900
+250
| +0.3% | +$17.5K | 3.89% | 4 |
|
|
2017
Q3 | $5.51M | Buy |
83,650
+3,660
| +5% | +$241K | 4.09% | 4 |
|
|
2017
Q2 | $5.05M | Buy |
79,990
+1,265
| +2% | +$79.8K | 4.02% | 7 |
|
|
2017
Q1 | $4.65M | Buy |
78,725
+3,470
| +5% | +$205K | 3.64% | 6 |
|
|
2016
Q4 | $4.44M | Buy |
+75,255
| New | +$4.44M | 3.88% | 4 |
|