EverSource Wealth Advisors’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
2026 Q1	$95.1K	Buy	787 +384	+95%	+$49K	﹤0.01%	1460
2025 Q4	$53.8K	Hold	403	–	–	﹤0.01%	1695
2025 Q3	$52.9K	Hold	403	–	–	﹤0.01%	1672
2025 Q2	$51.3K	Buy	403 +31	+8%	+$3.7K	﹤0.01%	1597
2025 Q1	$44.4K	Hold	372	–	–	﹤0.01%	1289
2024 Q4	$43.9K	Buy	372 +19	+5%	+$2.25K	﹤0.01%	1248
2024 Q3	$38.8K	Hold	353	–	–	﹤0.01%	1176
2024 Q2	$37.7K	Buy	353 +52	+17%	+$5.19K	﹤0.01%	1227
2024 Q1	$29.4K	Sell	301 -169	-36%	-$16.2K	﹤0.01%	1193
2023 Q4	$43.4K	Sell	470 -648	-58%	-$54.5K	﹤0.01%	959
2023 Q3	$89.8K	Buy	1,118 +969	+650%	+$81K	0.01%	606
2023 Q2	$12.1K	Sell	149 -111	-43%	-$8.71K	﹤0.01%	1361
2023 Q1	$20.2K	Sell	260 -714	-73%	-$60.4K	﹤0.01%	1083
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%	-$1.35K	0.01%	819
2022 Q1	$27K	Sell	291 -51	-15%	-$4.88K	0.01%	608
2021 Q4	$33K	Buy	+342	New	+$33.3K	0.01%	514