EWG Elevate’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 | – | Sell |
-89,298
| Closed | -$10.7M | – | 153 |
|
|
2025
Q1 | $10.7M | Sell |
89,298
-20,122
| -18% | -$2.4M | 3.99% | 5 |
|
|
2024
Q4 | $12.9M | Buy |
+109,420
| New | +$12.9M | 3.94% | 4 |
|
|
2023
Q1 | – | Sell |
-442
| Closed | -$36.6K | – | 754 |
|
|
2022
Q4 | $36.6K | Buy |
+442
| New | +$36.6K | 0.02% | 204 |
|
|
2022
Q1 | – | Sell |
-22,247
| Closed | -$2.15M | – | 109 |
|
|
2021
Q4 | $2.15M | Buy |
+22,247
| New | +$2.15M | 1.06% | 28 |
|
|
2021
Q3 | – | Sell |
-17,231
| Closed | -$1.57M | – | 102 |
|
|
2021
Q2 | $1.57M | Buy |
+17,231
| New | +$1.57M | 0.61% | 35 |
|
|
2020
Q1 | – | Sell |
-7,547
| Closed | -$576K | – | 82 |
|
|
2019
Q4 | $576K | Buy |
+7,547
| New | +$576K | 0.31% | 52 |
|