Curran Financial Partners’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
2026 Q1	–	Sell	-51,841	Closed	-$6.92M	–	133
2025 Q4	$6.92M	Sell	51,841 -217	-0.4%	-$28.2K	1.31%	22
2025 Q3	$6.83M	Sell	52,058 -2,063	-4%	-$267K	1.35%	20
2025 Q2	$6.89M	Buy	+54,121	New	+$6.45M	1.52%	19
2025 Q1	–	Sell	-51,879	Closed	-$6.13M	–	103
2024 Q4	$6.13M	Sell	51,879 -619	-1%	-$73.2K	1.61%	19
2024 Q3	$5.77M	Sell	52,498 -3,976	-7%	-$421K	1.64%	20
2024 Q2	$5.64M	Buy	56,474 +163	+0.3%	+$16.3K	1.89%	16
2024 Q1	$5.77M	Sell	56,311 -316	-0.6%	-$30.3K	2.01%	13
2023 Q4	$5.28M	Sell	56,627 -950	-2%	-$79.8K	2.02%	16
2023 Q3	$4.62M	Sell	57,577 -7,371	-11%	-$616K	2.02%	16
2023 Q2	$5.28M	Buy	+64,948	New	+$5.1M	2.29%	12
2023 Q1	–	Sell	-59,878	Closed	-$4.95M	–	74
2022 Q4	$4.95M	Buy	+59,878	New	+$4.95M	2.39%	15
2022 Q2	–	Sell	-86,294	Closed	-$8.06M	–	71
2022 Q1	$8.06M	Buy	+86,294	New	+$8.26M	3.31%	10
2021 Q4	–	Sell	-79,123	Closed	-$7.35M	–	82
2021 Q3	$7.35M	Buy	79,123 +7,217	+10%	+$666K	3.76%	10
2021 Q2	$6.5M	Buy	71,906 +10,670	+17%	+$964K	3.57%	9
2021 Q1	$5.17M	Buy	61,236 +2,148	+4%	+$171K	3.72%	8
2020 Q4	$4.3M	Buy	+59,088	New	+$3.9M	3.69%	7