Dakota Wealth Management’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 | $401K | Buy |
3,152
+1
| +0% | +$127 | 0.01% | 553 |
|
|
2025
Q1 | $376K | Buy |
3,151
+397
| +14% | +$47.4K | 0.01% | 568 |
|
|
2024
Q4 | $325K | Sell |
2,754
-401
| -13% | -$47.3K | 0.01% | 581 |
|
|
2024
Q3 | $347K | Sell |
3,155
-160
| -5% | -$17.6K | 0.01% | 567 |
|
|
2024
Q2 | $331K | Sell |
3,315
-20
| -0.6% | -$2K | 0.01% | 561 |
|
|
2024
Q1 | $341K | Buy |
+3,335
| New | +$341K | 0.01% | 562 |
|