Ellevest Inc’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 | $251K | Hold |
1,968
| – | – | 0.04% | 335 |
|
|
2025
Q1 | $235K | Hold |
1,968
| – | – | 0.02% | 344 |
|
|
2024
Q4 | $232K | Hold |
1,968
| – | – | 0.01% | 361 |
|
|
2024
Q3 | $216K | Buy |
+1,968
| New | +$216K | 0.01% | 393 |
|
|
2024
Q2 | – | Sell |
-2,427
| Closed | -$249K | – | 429 |
|
|
2024
Q1 | $249K | Buy |
+2,427
| New | +$249K | 0.02% | 343 |
|
|
2022
Q4 | – | Sell |
-275
| Closed | -$20K | – | 1977 |
|
|
2022
Q3 | $20K | Hold |
275
| – | – | ﹤0.01% | 819 |
|
|
2022
Q2 | $21K | Hold |
275
| – | – | ﹤0.01% | 748 |
|
|
2022
Q1 | $26K | Hold |
275
| – | – | ﹤0.01% | 679 |
|
|
2021
Q4 | $27K | Hold |
275
| – | – | ﹤0.01% | 656 |
|
|
2021
Q3 | $25K | Hold |
275
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $25K | Hold |
275
| – | – | ﹤0.01% | 604 |
|
|
2021
Q1 | $23K | Buy |
+275
| New | +$23K | ﹤0.01% | 634 |
|