CFP
Curran Financial Partners’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
+54,121
| New | +$6.89M | 1.52% | 19 |
|
|
2025
Q1 | – | Sell |
-51,879
| Closed | -$6.13M | – | 103 |
|
|
2024
Q4 | $6.13M | Sell |
51,879
-619
| -1% | -$73.1K | 1.61% | 19 |
|
|
2024
Q3 | $5.77M | Sell |
52,498
-3,976
| -7% | -$437K | 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% | -$32.4K | 2.01% | 13 |
|
|
2023
Q4 | $5.28M | Sell |
56,627
-950
| -2% | -$88.6K | 2.02% | 16 |
|
|
2023
Q3 | $4.62M | Sell |
57,577
-7,371
| -11% | -$592K | 2.02% | 16 |
|
|
2023
Q2 | $5.28M | Buy |
+64,948
| New | +$5.28M | 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 | +$8.06M | 3.31% | 10 |
|
|
2021
Q4 | – | Sell |
-79,123
| Closed | -$7.35M | – | 82 |
|
|
2021
Q3 | $7.35M | Buy |
79,123
+7,217
| +10% | +$671K | 3.76% | 10 |
|
|
2021
Q2 | $6.5M | Buy |
71,906
+10,670
| +17% | +$965K | 3.57% | 9 |
|
|
2021
Q1 | $5.17M | Buy |
61,236
+2,148
| +4% | +$181K | 3.72% | 8 |
|
|
2020
Q4 | $4.31M | Buy |
+59,088
| New | +$4.31M | 3.69% | 7 |
|