Creative Planning’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 | $9.86M | Sell |
77,418
-1,462
| -2% | -$186K | 0.01% | 520 |
|
|
2025
Q1 | $9.42M | Buy |
78,880
+3,109
| +4% | +$371K | 0.01% | 500 |
|
|
2024
Q4 | $8.95M | Sell |
75,771
-7,429
| -9% | -$877K | 0.01% | 479 |
|
|
2024
Q3 | $9.14M | Buy |
83,200
+4,266
| +5% | +$469K | 0.01% | 463 |
|
|
2024
Q2 | $7.88M | Sell |
78,934
-7,369
| -9% | -$736K | 0.01% | 478 |
|
|
2024
Q1 | $8.84M | Sell |
86,303
-11,219
| -12% | -$1.15M | 0.01% | 440 |
|
|
2023
Q4 | $9M | Sell |
97,522
-4,712
| -5% | -$435K | 0.02% | 403 |
|
|
2023
Q3 | $8.21M | Buy |
102,234
+14,037
| +16% | +$1.13M | 0.01% | 401 |
|
|
2023
Q2 | $7.17M | Sell |
88,197
-1,710
| -2% | -$139K | 0.01% | 419 |
|
|
2023
Q1 | $7M | Sell |
89,907
-3,231
| -3% | -$252K | 0.01% | 414 |
|
|
2022
Q4 | $7.71M | Sell |
93,138
-4,276
| -4% | -$354K | 0.01% | 391 |
|
|
2022
Q3 | $7.25M | Sell |
97,414
-13,641
| -12% | -$1.02M | 0.01% | 361 |
|
|
2022
Q2 | $8.57M | Buy |
111,055
+17,639
| +19% | +$1.36M | 0.01% | 346 |
|
|
2022
Q1 | $8.72M | Buy |
93,416
+53,885
| +136% | +$5.03M | 0.01% | 341 |
|
|
2021
Q4 | $3.82M | Sell |
39,531
-1,533
| -4% | -$148K | 0.01% | 493 |
|
|
2021
Q3 | $3.81M | Sell |
41,064
-1,800
| -4% | -$167K | 0.01% | 493 |
|
|
2021
Q2 | $3.88M | Buy |
42,864
+7,234
| +20% | +$654K | 0.01% | 478 |
|
|
2021
Q1 | $3.01M | Buy |
35,630
+1,942
| +6% | +$164K | 0.01% | 548 |
|
|
2020
Q4 | $2.45M | Buy |
33,688
+1,816
| +6% | +$132K | 0.01% | 582 |
|
|
2020
Q3 | $1.87M | Buy |
31,872
+903
| +3% | +$52.8K | ﹤0.01% | 586 |
|
|
2020
Q2 | $1.77M | Buy |
30,969
+1,324
| +4% | +$75.7K | 0.01% | 531 |
|
|
2020
Q1 | $1.5M | Sell |
29,645
-4,910
| -14% | -$249K | 0.01% | 509 |
|
|
2019
Q4 | $2.64M | Sell |
34,555
-1,155
| -3% | -$88.1K | 0.01% | 427 |
|
|
2019
Q3 | $2.5M | Sell |
35,710
-1,274
| -3% | -$89.2K | 0.01% | 431 |
|
|
2019
Q2 | $2.55M | Sell |
36,984
-517
| -1% | -$35.7K | 0.01% | 429 |
|
|
2019
Q1 | $2.42M | Sell |
37,501
-249
| -0.7% | -$16.1K | 0.01% | 410 |
|
|
2018
Q4 | $2.24M | Sell |
37,750
-2,632
| -7% | -$156K | 0.01% | 399 |
|
|
2018
Q3 | $2.8M | Buy |
40,382
+4,652
| +13% | +$323K | 0.01% | 392 |
|
|
2018
Q2 | $2.41M | Buy |
35,730
+5,135
| +17% | +$346K | 0.01% | 425 |
|
|
2018
Q1 | $2.13M | Buy |
30,595
+1,336
| +5% | +$92.8K | 0.01% | 446 |
|
|
2017
Q4 | $2.05M | Buy |
29,259
+435
| +2% | +$30.5K | 0.01% | 449 |
|
|
2017
Q3 | $1.88M | Buy |
28,824
+2,532
| +10% | +$165K | 0.01% | 479 |
|
|
2017
Q2 | $1.65M | Buy |
26,292
+815
| +3% | +$51K | 0.01% | 495 |
|
|
2017
Q1 | $1.54M | Buy |
25,477
+3,978
| +19% | +$241K | 0.01% | 511 |
|
|
2016
Q4 | $1.28M | Buy |
21,499
+3,053
| +17% | +$181K | 0.01% | 533 |
|
|
2016
Q3 | $911K | Buy |
18,446
+3,254
| +21% | +$161K | 0.01% | 631 |
|
|
2016
Q2 | $719K | Buy |
15,192
+786
| +5% | +$37.2K | 0.01% | 629 |
|
|
2016
Q1 | $668K | Sell |
14,406
-8,336
| -37% | -$387K | 0.01% | 635 |
|
|
2015
Q4 | $1.1M | Buy |
22,742
+599
| +3% | +$29K | 0.01% | 478 |
|
|
2015
Q3 | $1.03M | Buy |
22,143
+7,133
| +48% | +$330K | 0.01% | 466 |
|
|
2015
Q2 | $746K | Sell |
15,010
-5,858
| -28% | -$291K | 0.01% | 559 |
|
|
2015
Q1 | $1.03M | Sell |
20,868
-1,478
| -7% | -$72.8K | 0.01% | 444 |
|
|
2014
Q4 | $1.11M | Buy |
22,346
+10,909
| +95% | +$542K | 0.01% | 420 |
|
|
2014
Q3 | $531K | Sell |
11,437
-102
| -0.9% | -$4.74K | 0.01% | 629 |
|
|
2014
Q2 | $535K | Buy |
11,539
+240
| +2% | +$11.1K | 0.01% | 623 |
|
|
2014
Q1 | $514K | Buy |
11,299
+831
| +8% | +$37.8K | 0.01% | 603 |
|
|
2013
Q4 | $465K | Buy |
10,468
+1,545
| +17% | +$68.6K | 0.01% | 538 |
|
|
2013
Q3 | $364K | Buy |
8,923
+7
| +0.1% | +$286 | 0.01% | 529 |
|
|
2013
Q2 | $356K | Buy |
+8,916
| New | +$356K | 0.01% | 496 |
|