Compass Ion 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
$443K Sell
2025
Q1
$435K Hold
2024
Q4
$430K Hold
2024
Q3
$401K Sell
2024
Q2
$384K Hold
2024
Q1
$384K Buy
2023
Q4
$330K Buy
2023
Q3
$221K Buy