Collaborative Wealth Management’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 | $341K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $546K | Buy |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q1 | $660K | Buy |
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