Foundations Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
31,936
+1,388
| +5% | +$177K | 0.06% | 227 |
|
|
2025
Q1 | $3.65M | Buy |
30,548
+229
| +0.8% | +$27.4K | 0.07% | 228 |
|
|
2024
Q4 | $3.58M | Sell |
30,319
-9
| -0% | -$1.06K | 0.07% | 216 |
|
|
2024
Q3 | $3.33M | Sell |
30,328
-2,607
| -8% | -$287K | 0.07% | 213 |
|
|
2024
Q2 | $3.29M | Buy |
32,935
+988
| +3% | +$98.7K | 0.08% | 188 |
|
|
2024
Q1 | $3.27M | Buy |
31,947
+431
| +1% | +$44.1K | 0.09% | 183 |
|
|
2023
Q4 | $2.96M | Buy |
31,516
+1,792
| +6% | +$169K | 0.08% | 186 |
|
|
2023
Q3 | $2.39M | Buy |
29,724
+7,696
| +35% | +$618K | 0.07% | 200 |
|
|
2023
Q2 | $1.79M | Buy |
22,028
+9,391
| +74% | +$763K | 0.06% | 205 |
|
|
2023
Q1 | $984K | Buy |
+12,637
| New | +$984K | 0.04% | 244 |
|
|
2021
Q4 | – | Sell |
-11,276
| Closed | -$1.07M | – | 358 |
|
|
2021
Q3 | $1.07M | Buy |
+11,276
| New | +$1.07M | 0.05% | 108 |
|