Concord Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11K | Sell |
48
-6
| -11% | -$764 | ﹤0.01% | 605 |
|
|
2025
Q1 | $6.45K | Buy |
54
+6
| +13% | +$717 | ﹤0.01% | 555 |
|
|
2024
Q4 | $5.67K | Buy |
+48
| New | +$5.67K | ﹤0.01% | 585 |
|
|
2024
Q3 | – | Sell |
-21
| Closed | -$2.1K | – | 1030 |
|
|
2024
Q2 | $2.1K | Hold |
21
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $2.15K | Hold |
21
| – | – | ﹤0.01% | 748 |
|
|
2023
Q4 | $1.94K | Sell |
21
-253
| -92% | -$23.3K | ﹤0.01% | 715 |
|
|
2023
Q3 | $22K | Hold |
274
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $22.3K | Hold |
274
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $21.3K | Hold |
274
| – | – | 0.01% | 481 |
|
|
2022
Q4 | $22.7K | Buy |
+274
| New | +$22.7K | 0.01% | 503 |
|
|
2022
Q3 | – | Sell |
-307
| Closed | -$24K | – | 1107 |
|
|
2022
Q2 | $24K | Hold |
307
| – | – | 0.01% | 509 |
|
|
2022
Q1 | $29K | Hold |
307
| – | – | 0.01% | 557 |
|
|
2021
Q4 | $30K | Hold |
307
| – | – | 0.01% | 560 |
|
|
2021
Q3 | $28K | Sell |
307
-107
| -26% | -$9.76K | 0.01% | 320 |
|
|
2021
Q2 | $37K | Sell |
414
-8
| -2% | -$715 | 0.01% | 394 |
|
|
2021
Q1 | $36K | Buy |
422
+209
| +98% | +$17.8K | 0.01% | 386 |
|
|
2020
Q4 | $16K | Buy |
+213
| New | +$16K | 0.01% | 330 |
|