CVA Family Office’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 | $71.3K | Hold |
560
| – | – | 0.01% | 476 |
|
|
2025
Q1 | $66.9K | Hold |
560
| – | – | 0.01% | 464 |
|
|
2024
Q4 | $66.1K | Hold |
560
| – | – | 0.01% | 464 |
|
|
2024
Q3 | $61.6K | Hold |
560
| – | – | 0.01% | 464 |
|
|
2024
Q2 | $55.9K | Hold |
560
| – | – | 0.01% | 472 |
|
|
2024
Q1 | $57.3K | Hold |
560
| – | – | 0.01% | 467 |
|
|
2023
Q4 | $51.7K | Buy |
+560
| New | +$51.7K | 0.01% | 465 |
|
|
2023
Q3 | – | Sell |
-560
| Closed | -$45.5K | – | 915 |
|
|
2023
Q2 | $45.5K | Hold |
560
| – | – | 0.01% | 467 |
|
|
2023
Q1 | $43.6K | Hold |
560
| – | – | 0.01% | 466 |
|
|
2022
Q4 | $46.3K | Hold |
560
| – | – | 0.01% | 431 |
|
|
2022
Q3 | $42K | Sell |
560
-100
| -15% | -$7.5K | 0.01% | 405 |
|
|
2022
Q2 | $51K | Hold |
660
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $62K | Buy |
660
+100
| +18% | +$9.39K | 0.01% | 354 |
|
|
2021
Q4 | $54K | Hold |
560
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $33K | Hold |
560
| – | – | 0.02% | 220 |
|
|
2021
Q2 | $51K | Hold |
560
| – | – | 0.01% | 364 |
|
|
2021
Q1 | $47K | Hold |
560
| – | – | 0.02% | 284 |
|
|
2020
Q4 | $41K | Hold |
560
| – | – | 0.03% | 213 |
|
|
2020
Q3 | $33K | Hold |
560
| – | – | 0.02% | 220 |
|
|
2020
Q2 | $32K | Buy |
+560
| New | +$32K | 0.03% | 188 |
|