Crestwood Advisors Group’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 | $541K | Sell |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $569K | Hold |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $384K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $277K | Buy |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $363K | Sell |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $30K | Buy |
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