Evergreen Capital Management’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
Q3 | $669K | Buy |
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|
2025
Q2 | $649K | Buy |
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|
2025
Q1 | $608K | Buy |
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|
2024
Q4 | $600K | Sell |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $517K | Hold |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $463K | Sell |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $425K | Buy |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $292K | Buy |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $371K | Buy |
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|
2019
Q4 | $557K | Buy |
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|
2019
Q3 | $511K | Sell |
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|
2019
Q2 | $518K | Hold |
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|
2019
Q1 | $484K | Hold |
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|
2018
Q4 | $445K | Sell |
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|
2018
Q3 | $1.01M | Hold |
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|
2018
Q2 | $979K | Buy |
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|
2018
Q1 | $925K | Buy |
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