Essex Financial Services’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 | $2.4M | Buy |
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|
2025
Q1 | $2.23M | Sell |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.15M | Hold |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $835K | Sell |
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|
2020
Q3 | $672K | Buy |
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|
2020
Q2 | $577K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $5.17M | Sell |
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|
2018
Q2 | $5.25M | Sell |
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|
2018
Q1 | $7.09M | Buy |
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|
2017
Q4 | $4.55M | Buy |
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|
2017
Q3 | $3.52M | Sell |
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|
2017
Q2 | $5.53M | Buy |
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|
2017
Q1 | $2.79M | Sell |
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|
2016
Q4 | $3.81M | Buy |
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|
2016
Q3 | $1.45M | Sell |
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|
2016
Q2 | $1.46M | Sell |
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|
2016
Q1 | $1.89M | Sell |
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|
2015
Q4 | $2.22M | Buy |
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|
2015
Q3 | $1.8M | Buy |
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|
2015
Q2 | $1.14M | Buy |
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|
2015
Q1 | $1.13M | Buy |
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|
2014
Q4 | $965K | Buy |
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|
2014
Q3 | $717K | Buy |
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|
2014
Q2 | $428K | Buy |
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|
2014
Q1 | $406K | Buy |
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|
2013
Q4 | $298K | Sell |
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|
2013
Q3 | $547 | Buy |
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