EP Wealth Advisors’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 | $1.01M | Buy |
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|
2025
Q1 | $885K | Sell |
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|
2024
Q4 | $888K | Buy |
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|
2024
Q3 | $722K | Buy |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $739K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $203K | Buy |
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