Evoke Wealth’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 | $638K | Hold |
5,013
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $599K | Hold |
5,013
| – | – | 0.02% | 250 |
|
|
2024
Q4 | $592K | Hold |
5,013
| – | – | 0.02% | 238 |
|
|
2024
Q3 | $554K | Buy |
+5,013
| New | +$554K | 0.02% | 241 |
|
|
2024
Q2 | – | Sell |
-5,013
| Closed | -$513K | – | 374 |
|
|
2024
Q1 | $513K | Buy |
+5,013
| New | +$513K | 0.02% | 244 |
|
|
2023
Q4 | – | Sell |
-15,165
| Closed | -$1.23M | – | 342 |
|
|
2023
Q3 | $1.23M | Buy |
15,165
+1,545
| +11% | +$125K | 0.04% | 162 |
|
|
2023
Q2 | $1.11M | Hold |
13,620
| – | – | 0.04% | 154 |
|
|
2023
Q1 | $1.06M | Hold |
13,620
| – | – | 0.04% | 155 |
|
|
2022
Q4 | $1.13M | Sell |
13,620
-2,168
| -14% | -$179K | 0.04% | 151 |
|
|
2022
Q3 | $1.18M | Hold |
15,788
| – | – | 0.05% | 139 |
|
|
2022
Q2 | $1.22M | Hold |
15,788
| – | – | 0.05% | 141 |
|
|
2022
Q1 | $1.47M | Buy |
15,788
+8,607
| +120% | +$804K | 0.05% | 138 |
|
|
2021
Q4 | $693K | Hold |
7,181
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $669K | Hold |
7,181
| – | – | 0.03% | 204 |
|
|
2021
Q2 | $650K | Sell |
7,181
-62
| -0.9% | -$5.61K | 0.02% | 217 |
|
|
2021
Q1 | $612K | Buy |
7,243
+62
| +0.9% | +$5.24K | 0.03% | 196 |
|
|
2020
Q4 | $523K | Hold |
7,181
| – | – | 0.04% | 147 |
|
|
2020
Q3 | $420K | Hold |
7,181
| – | – | 0.03% | 145 |
|
|
2020
Q2 | $411K | Buy |
7,181
+402
| +6% | +$23K | 0.04% | 128 |
|
|
2020
Q1 | $344K | Buy |
+6,779
| New | +$344K | 0.05% | 126 |
|
|
2019
Q4 | – | Sell |
-6,494
| Closed | -$458K | – | 1466 |
|
|
2019
Q3 | $458K | Buy |
+6,494
| New | +$458K | 0.06% | 153 |
|