Essential 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
2025
Q1
Sell
-19,500
Closed -$2.3M 286
2024
Q4
$2.3M Buy
+19,500
New +$2.3M 0.02% 181