Focus Partners 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 | $840K | Sell |
6,595
-1,226
| -16% | -$156K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $934K | Buy |
7,821
+743
| +10% | +$88.8K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $836K | Sell |
7,078
-2,434
| -26% | -$287K | ﹤0.01% | 1108 |
|
|
2024
Q3 | $1.05M | Buy |
9,512
+1,868
| +24% | +$205K | ﹤0.01% | 922 |
|
|
2024
Q2 | $763K | Hold |
7,644
| – | – | ﹤0.01% | 855 |
|
|
2024
Q1 | $783K | Hold |
7,644
| – | – | 0.01% | 646 |
|
|
2023
Q4 | $705K | Buy |
+7,644
| New | +$705K | 0.01% | 515 |
|