Colonial Trust’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
$135K Hold
2025
Q1
$127K Hold
2024
Q4
$125K Buy
2024
Q3
$110K Hold
2024
Q2
$99.9K Hold
2024
Q1
$102K Hold
2023
Q4
$92.3K Hold
2023
Q3
$80.3K Hold
2023
Q2
$81.2K Hold
2023
Q1
$77.9K Hold
2022
Q4
$82.7K Buy