First Heartland Consultants’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 | $466K | Buy |
3,664
+798
| +28% | +$102K | 0.04% | 285 |
|
|
2025
Q1 | $342K | Hold |
2,866
| – | – | 0.04% | 316 |
|
|
2024
Q4 | $338K | Buy |
2,866
+890
| +45% | +$105K | 0.03% | 322 |
|
|
2024
Q3 | $217K | Buy |
+1,976
| New | +$217K | 0.02% | 418 |
|
|
2023
Q4 | – | Sell |
-2,989
| Closed | -$240K | – | 387 |
|
|
2023
Q3 | $240K | Sell |
2,989
-44
| -1% | -$3.53K | 0.03% | 333 |
|
|
2023
Q2 | $246K | Sell |
3,033
-66
| -2% | -$5.36K | 0.03% | 326 |
|
|
2023
Q1 | $241K | Hold |
3,099
| – | – | 0.04% | 314 |
|
|
2022
Q4 | $256K | Sell |
3,099
-401
| -11% | -$33.2K | 0.04% | 306 |
|
|
2022
Q3 | $260 | Hold |
3,500
| – | – | 0.02% | 285 |
|
|
2022
Q2 | $270K | Hold |
3,500
| – | – | 0.04% | 283 |
|
|
2022
Q1 | $326K | Hold |
3,500
| – | – | 0.05% | 248 |
|
|
2021
Q4 | $337 | Buy |
3,500
+164
| +5% | +$16 | 0.01% | 254 |
|
|
2021
Q3 | $309K | Sell |
3,336
-1,547
| -32% | -$143K | 0.05% | 273 |
|
|
2021
Q2 | $442K | Buy |
4,883
+322
| +7% | +$29.1K | 0.07% | 232 |
|
|
2021
Q1 | $385K | Sell |
4,561
-417
| -8% | -$35.2K | 0.06% | 247 |
|
|
2020
Q4 | $363K | Buy |
4,978
+513
| +11% | +$37.4K | 0.06% | 212 |
|
|
2020
Q3 | $261K | Buy |
+4,465
| New | +$261K | 0.05% | 232 |
|
|
2019
Q2 | – | Sell |
-4,143
| Closed | -$267K | – | 298 |
|
|
2019
Q1 | $267K | Sell |
4,143
-988
| -19% | -$63.7K | 0.07% | 215 |
|
|
2018
Q4 | $305K | Sell |
5,131
-1,741
| -25% | -$103K | 0.11% | 172 |
|
|
2018
Q3 | $477K | Sell |
6,872
-621
| -8% | -$43.1K | 0.15% | 136 |
|
|
2018
Q2 | $505K | Sell |
7,493
-940
| -11% | -$63.4K | 0.18% | 130 |
|
|
2018
Q1 | $586K | Buy |
8,433
+1,827
| +28% | +$127K | 0.18% | 137 |
|
|
2017
Q4 | $463K | Sell |
6,606
-144
| -2% | -$10.1K | 0.14% | 165 |
|
|
2017
Q3 | $441K | Sell |
6,750
-311
| -4% | -$20.3K | 0.11% | 231 |
|
|
2017
Q2 | $442K | Sell |
7,061
-125
| -2% | -$7.83K | 0.11% | 217 |
|
|
2017
Q1 | $435K | Buy |
+7,186
| New | +$435K | 0.12% | 202 |
|