CWM
Collaborative 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 | $341K | Sell |
2,680
-312
| -10% | -$39.7K | 0.15% | 126 |
|
|
2025
Q1 | $357K | Sell |
2,992
-100
| -3% | -$11.9K | 0.17% | 115 |
|
|
2024
Q4 | $365K | Sell |
3,092
-260
| -8% | -$30.7K | 0.17% | 116 |
|
|
2024
Q3 | $368K | Sell |
3,352
-88
| -3% | -$9.67K | 0.17% | 111 |
|
|
2024
Q2 | $344K | Hold |
3,440
| – | – | 0.17% | 112 |
|
|
2024
Q1 | $352K | Sell |
3,440
-112
| -3% | -$11.5K | 0.18% | 111 |
|
|
2023
Q4 | $328K | Sell |
3,552
-206
| -5% | -$19K | 0.18% | 110 |
|
|
2023
Q3 | $302K | Sell |
3,758
-120
| -3% | -$9.64K | 0.18% | 117 |
|
|
2023
Q2 | $315K | Sell |
3,878
-2,214
| -36% | -$180K | 0.19% | 118 |
|
|
2023
Q1 | $475K | Sell |
6,092
-235
| -4% | -$18.3K | 0.3% | 83 |
|
|
2022
Q4 | $523K | Sell |
6,327
-741
| -10% | -$61.3K | 0.34% | 82 |
|
|
2022
Q3 | $526K | Hold |
7,068
| – | – | 0.37% | 78 |
|
|
2022
Q2 | $546K | Buy |
+7,068
| New | +$546K | 0.36% | 88 |
|
|
2021
Q4 | $682K | Buy |
+7,066
| New | +$682K | 0.37% | 89 |
|
|
2021
Q1 | $660K | Buy |
+7,067
| New | +$660K | 0.38% | 88 |
|