Edmond de Rothschild Holding’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Hold |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | $14.2M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $176K | Hold |
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|
2021
Q1 | $164K | Buy |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $105K | Hold |
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|
2020
Q2 | $103K | Buy |
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|
2020
Q1 | $71K | Hold |
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|
2019
Q4 | $107K | Buy |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $69K | Sell |
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|
2019
Q1 | $109K | Hold |
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|
2018
Q4 | $100K | Sell |
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|
2018
Q3 | $492K | Hold |
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|
2018
Q2 | $478K | Hold |
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|
2018
Q1 | $492K | Hold |
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|
2017
Q4 | $496K | Sell |
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|
2017
Q3 | $896K | Hold |
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|
2017
Q2 | $857K | Buy |
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|
2017
Q1 | $623K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $82K | Sell |
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|
2015
Q3 | $2.99M | Sell |
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|
2015
Q2 | $3.22M | Buy |
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