Congress Wealth Management’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 | $5.23M | Buy |
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|
2025
Q1 | $3.87M | Sell |
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|
2024
Q4 | $5.61M | Sell |
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|
2024
Q3 | $5.28M | Buy |
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|
2024
Q2 | $4.73M | Buy |
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|
2024
Q1 | $4.82M | Buy |
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|
2023
Q4 | $3.4M | Buy |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $3.4M | Sell |
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|
2022
Q2 | $4.47M | Buy |
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|
2022
Q1 | $5.02M | Buy |
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|
2021
Q4 | $4.51M | Buy |
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