Family Capital Management’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 | $561K | Hold |
4,410
| – | – | 0.29% | 54 |
|
|
2025
Q1 | $527K | Hold |
4,410
| – | – | 0.33% | 50 |
|
|
2024
Q4 | $521K | Hold |
4,410
| – | – | 0.31% | 48 |
|
|
2024
Q3 | $485K | Sell |
4,410
-27
| -0.6% | -$2.97K | 0.31% | 45 |
|
|
2024
Q2 | $443K | Sell |
4,437
-405
| -8% | -$40.5K | 0.3% | 45 |
|
|
2024
Q1 | $496K | Buy |
4,842
+211
| +5% | +$21.6K | 0.35% | 43 |
|
|
2023
Q4 | $427K | Sell |
4,631
-1,100
| -19% | -$101K | 0.3% | 41 |
|
|
2023
Q3 | $460K | Sell |
5,731
-215
| -4% | -$17.3K | 0.3% | 44 |
|
|
2023
Q2 | $483K | Hold |
5,946
| – | – | 0.3% | 40 |
|
|
2023
Q1 | $463K | Sell |
5,946
-591
| -9% | -$46K | 0.2% | 39 |
|
|
2022
Q4 | $541K | Buy |
+6,537
| New | +$541K | 0.36% | 34 |
|