Cornerstone 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 | $1.04M | Buy |
8,163
+260
| +3% | +$33.1K | 0.06% | 256 |
|
|
2025
Q1 | $944K | Buy |
7,903
+61
| +0.8% | +$7.29K | 0.06% | 254 |
|
|
2024
Q4 | $926K | Buy |
7,842
+178
| +2% | +$21K | 0.06% | 247 |
|
|
2024
Q3 | $842K | Buy |
7,664
+301
| +4% | +$33.1K | 0.06% | 246 |
|
|
2024
Q2 | $735K | Buy |
7,363
+582
| +9% | +$58.1K | 0.06% | 253 |
|
|
2024
Q1 | $694K | Buy |
6,781
+401
| +6% | +$41.1K | 0.06% | 262 |
|
|
2023
Q4 | $589K | Sell |
6,380
-683
| -10% | -$63K | 0.05% | 287 |
|
|
2023
Q3 | $567K | Buy |
7,063
+581
| +9% | +$46.7K | 0.05% | 271 |
|
|
2023
Q2 | $527K | Sell |
6,482
-13
| -0.2% | -$1.06K | 0.05% | 298 |
|
|
2023
Q1 | $506K | Buy |
+6,495
| New | +$506K | 0.05% | 282 |
|
|
2022
Q3 | $552K | Buy |
7,410
+310
| +4% | +$23.1K | 0.06% | 237 |
|
|
2022
Q2 | $548K | Buy |
7,100
+587
| +9% | +$45.3K | 0.06% | 241 |
|
|
2022
Q1 | $608K | Buy |
6,513
+663
| +11% | +$61.9K | 0.06% | 245 |
|
|
2021
Q4 | $568K | Buy |
5,850
+297
| +5% | +$28.8K | 0.05% | 262 |
|
|
2021
Q3 | $515K | Sell |
5,553
-18
| -0.3% | -$1.67K | 0.05% | 271 |
|
|
2021
Q2 | $504K | Buy |
5,571
+604
| +12% | +$54.6K | 0.05% | 279 |
|
|
2021
Q1 | $420K | Buy |
4,967
+558
| +13% | +$47.2K | 0.05% | 293 |
|
|
2020
Q4 | $321K | Sell |
4,409
-261
| -6% | -$19K | 0.04% | 324 |
|
|
2020
Q3 | $273K | Sell |
4,670
-1,363
| -23% | -$79.7K | 0.04% | 324 |
|
|
2020
Q2 | $345K | Sell |
6,033
-432
| -7% | -$24.7K | 0.06% | 260 |
|
|
2020
Q1 | $328K | Sell |
6,465
-375
| -5% | -$19K | 0.06% | 253 |
|
|
2019
Q4 | $522K | Buy |
6,840
+244
| +4% | +$18.6K | 0.08% | 203 |
|
|
2019
Q3 | $462K | Buy |
6,596
+231
| +4% | +$16.2K | 0.08% | 215 |
|
|
2019
Q2 | $438K | Sell |
6,365
-1,692
| -21% | -$116K | 0.08% | 225 |
|
|
2019
Q1 | $1.08M | Buy |
8,057
+569
| +8% | +$76.6K | 0.13% | 177 |
|
|
2018
Q4 | $443K | Sell |
7,488
-386,313
| -98% | -$22.9M | 0.09% | 211 |
|
|
2018
Q3 | $5.95M | Sell |
393,801
-86,708
| -18% | -$1.31M | 0.07% | 254 |
|
|
2018
Q2 | $7.08M | Buy |
480,509
+473,486
| +6,742% | +$6.98M | 0.08% | 255 |
|
|
2018
Q1 | $474K | Buy |
7,023
+775
| +12% | +$52.3K | 0.09% | 227 |
|
|
2017
Q4 | $446K | Buy |
6,248
+300
| +5% | +$21.4K | 0.08% | 234 |
|
|
2017
Q3 | $394K | Buy |
5,948
+388
| +7% | +$25.7K | 0.08% | 245 |
|
|
2017
Q2 | $348K | Buy |
5,560
+270
| +5% | +$16.9K | 0.08% | 243 |
|
|
2017
Q1 | $314K | Buy |
5,290
+1,732
| +49% | +$103K | 0.08% | 249 |
|
|
2016
Q4 | $213K | Buy |
+3,558
| New | +$213K | 0.07% | 261 |
|