Concord Wealth Partners’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
Q3 | – | Sell |
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|
2025
Q2 | $6.11K | Sell |
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|
2025
Q1 | $6.45K | Buy |
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|
2024
Q4 | $5.67K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.1K | Hold |
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|
2024
Q1 | $2.15K | Hold |
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|
2023
Q4 | $1.94K | Sell |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $22.3K | Hold |
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|
2023
Q1 | $21.3K | Hold |
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|
2022
Q4 | $22.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $28K | Sell |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $16K | Buy |
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