Cypress Financial 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
2024 Q4	–	Sell	-1,992	Closed	-$219K	–	83
2024 Q3	$219K	Sell	1,992 -152	-7%	-$16.7K	0.08%	71
2024 Q2	$214K	Sell	2,144 -200	-9%	-$20K	0.09%	66
2024 Q1	$240K	Sell	2,344 -172	-7%	-$17.6K	0.11%	60
2023 Q4	$231K	Buy	+2,516	New	+$231K	0.21%	38