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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3K | Buy |
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|
2025
Q1 | $44.4K | Hold |
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|
2024
Q4 | $43.9K | Buy |
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|
2024
Q3 | $38.8K | Hold |
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|
2024
Q2 | $37.7K | Buy |
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|
2024
Q1 | $29.4K | Sell |
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|
2023
Q4 | $43.4K | Sell |
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|
2023
Q3 | $89.8K | Buy |
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|
2023
Q2 | $12.1K | Sell |
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|
2023
Q1 | $20.2K | Sell |
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|
2022
Q4 | $80.6K | Buy |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $33K | Buy |
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