Focused Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $651K | Sell |
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|
2025
Q2 | $645K | Buy |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $505K | Sell |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $524K | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $788K | Sell |
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|
2020
Q2 | $838K | Sell |
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|
2020
Q1 | $6.2M | Buy |
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|
2019
Q4 | $8.74M | Buy |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $1.71M | Sell |
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|
2018
Q1 | $2.13M | Sell |
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|
2017
Q4 | $4.45M | Sell |
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|
2017
Q3 | $4.97M | Buy |
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|
2017
Q2 | $4.33M | Sell |
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|
2017
Q1 | $4.21M | Sell |
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|
2016
Q4 | $4.39M | Sell |
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|
2016
Q3 | $3.73M | Sell |
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|
2016
Q2 | $3.61M | Buy |
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|
2016
Q1 | $3.33M | Sell |
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|
2015
Q4 | $3.78M | Buy |
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|
2015
Q3 | $3.47M | Buy |
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|
2015
Q2 | $3.62M | Buy |
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|
2015
Q1 | $3.13M | Buy |
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|
2014
Q4 | $2.69M | Buy |
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|
2014
Q3 | $2.17M | Buy |
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|
2014
Q2 | $2.08M | Buy |
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|
2014
Q1 | $1.94M | Buy |
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|
2013
Q4 | $1.38M | Buy |
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|
2013
Q3 | $1.13M | Buy |
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