Congress Wealth Management’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 | $5.23M | Buy |
41,103
+8,751
| +27% | +$1.11M | 0.05% | 373 |
|
|
2025
Q1 | $3.87M | Sell |
32,352
-15,129
| -32% | -$1.81M | 0.05% | 368 |
|
|
2024
Q4 | $5.61M | Sell |
47,481
-593
| -1% | -$70K | 0.08% | 272 |
|
|
2024
Q3 | $5.28M | Buy |
48,074
+748
| +2% | +$82.2K | 0.07% | 287 |
|
|
2024
Q2 | $4.73M | Buy |
47,326
+236
| +0.5% | +$23.6K | 0.08% | 252 |
|
|
2024
Q1 | $4.82M | Buy |
47,090
+10,186
| +28% | +$1.04M | 0.08% | 232 |
|
|
2023
Q4 | $3.4M | Buy |
36,904
+34,034
| +1,186% | +$3.14M | 0.06% | 259 |
|
|
2023
Q3 | $231K | Sell |
2,870
-19,804
| -87% | -$1.59M | ﹤0.01% | 562 |
|
|
2023
Q2 | $1.84M | Sell |
22,674
-23,386
| -51% | -$1.9M | 0.04% | 275 |
|
|
2023
Q1 | $3.59M | Buy |
46,060
+43,291
| +1,563% | +$3.37M | 0.09% | 216 |
|
|
2022
Q4 | $229K | Sell |
2,769
-42,894
| -94% | -$3.55M | 0.01% | 518 |
|
|
2022
Q3 | $3.4M | Sell |
45,663
-12,288
| -21% | -$915K | 0.09% | 218 |
|
|
2022
Q2 | $4.47M | Buy |
57,951
+4,187
| +8% | +$323K | 0.11% | 196 |
|
|
2022
Q1 | $5.02M | Buy |
53,764
+7,066
| +15% | +$660K | 0.11% | 206 |
|
|
2021
Q4 | $4.51M | Buy |
+46,698
| New | +$4.51M | 0.09% | 235 |
|