Estate Counselors’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 | $6.49M | Sell |
50,980
-111,960
| -69% | -$14.3M | 0.64% | 21 |
|
|
2025
Q1 | $19.5M | Buy |
162,940
+370
| +0.2% | +$44.2K | 2.02% | 4 |
|
|
2024
Q4 | $19.2M | Buy |
162,570
+510
| +0.3% | +$60.2K | 2.05% | 4 |
|
|
2024
Q3 | $17.8M | Sell |
162,060
-70
| -0% | -$7.69K | 1.85% | 5 |
|
|
2024
Q2 | $16.2M | Buy |
162,130
+35,850
| +28% | +$3.58M | 1.77% | 5 |
|
|
2024
Q1 | $12.9M | Hold |
126,280
| – | – | 1.48% | 5 |
|
|
2023
Q4 | $11.7M | Buy |
126,280
+455
| +0.4% | +$42K | 1.44% | 18 |
|
|
2023
Q3 | $10.1M | Sell |
125,825
-3,310
| -3% | -$266K | 1.34% | 23 |
|
|
2023
Q2 | $10.5M | Buy |
129,135
+9,320
| +8% | +$757K | 1.33% | 24 |
|
|
2023
Q1 | $9.33M | Buy |
119,815
+9,150
| +8% | +$713K | 1.23% | 23 |
|
|
2022
Q4 | $9.16M | Buy |
110,665
+1,095
| +1% | +$90.6K | 1.28% | 26 |
|
|
2022
Q3 | $8.16M | Sell |
109,570
-86,520
| -44% | -$6.44M | 1.26% | 25 |
|
|
2022
Q2 | $15.1M | Buy |
196,090
+950
| +0.5% | +$73.3K | 2.25% | 13 |
|
|
2022
Q1 | $18.2M | Buy |
195,140
+2,475
| +1% | +$231K | 2.37% | 9 |
|
|
2021
Q4 | $18.6M | Hold |
192,665
| – | – | 2.26% | 11 |
|
|
2021
Q3 | $17.9M | Sell |
192,665
-20,210
| -9% | -$1.87M | 2.23% | 10 |
|
|
2021
Q2 | $19.3M | Sell |
212,875
-165
| -0.1% | -$14.9K | 2.52% | 12 |
|
|
2021
Q1 | $18M | Buy |
213,040
+116,940
| +122% | +$9.88M | 2.64% | 6 |
|
|
2020
Q4 | $7M | Sell |
96,100
-1,400
| -1% | -$102K | 1.05% | 34 |
|
|
2020
Q3 | $5.7M | Buy |
97,500
+3,300
| +4% | +$193K | 0.89% | 38 |
|
|
2020
Q2 | $5.39M | Sell |
94,200
-64,900
| -41% | -$3.71M | 0.86% | 37 |
|
|
2020
Q1 | $8.07M | Buy |
+159,100
| New | +$8.07M | 1.33% | 30 |
|