EverSource Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3K | Buy |
403
+31
| +8% | +$3.95K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $44.4K | Hold |
372
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q4 | $43.9K | Buy |
372
+19
| +5% | +$2.24K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $38.8K | Hold |
353
| – | – | ﹤0.01% | 1176 |
|
|
2024
Q2 | $37.7K | Buy |
353
+52
| +17% | +$5.56K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $29.4K | Sell |
301
-169
| -36% | -$16.5K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $43.4K | Sell |
470
-648
| -58% | -$59.8K | ﹤0.01% | 959 |
|
|
2023
Q3 | $89.8K | Buy |
1,118
+969
| +650% | +$77.8K | 0.01% | 606 |
|
|
2023
Q2 | $12.1K | Sell |
149
-111
| -43% | -$8.99K | ﹤0.01% | 1361 |
|
|
2023
Q1 | $20.2K | Sell |
260
-714
| -73% | -$55.5K | ﹤0.01% | 1082 |
|
|
2022
Q4 | $80.6K | Buy |
974
+699
| +254% | +$57.8K | 0.01% | 580 |
|
|
2022
Q3 | $20K | Hold |
275
| – | – | ﹤0.01% | 913 |
|
|
2022
Q2 | $21K | Sell |
275
-16
| -5% | -$1.22K | 0.01% | 819 |
|
|
2022
Q1 | $27K | Sell |
291
-51
| -15% | -$4.73K | 0.01% | 608 |
|
|
2021
Q4 | $33K | Buy |
+342
| New | +$33K | 0.01% | 514 |
|