Foundations Investment Advisors’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
2026 Q1	$4.5M	Buy	37,220 +2,525	+7%	+$322K	0.06%	242
2025 Q4	$4.63M	Buy	34,695 +1,452	+4%	+$189K	0.06%	233
2025 Q3	$4.36M	Buy	33,243 +1,307	+4%	+$169K	0.06%	227
2025 Q2	$4.07M	Buy	31,936 +1,388	+5%	+$165K	0.06%	227
2025 Q1	$3.65M	Buy	30,548 +229	+0.8%	+$27.9K	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%	-$276K	0.07%	213
2024 Q2	$3.29M	Buy	32,935 +988	+3%	+$98.6K	0.08%	188
2024 Q1	$3.27M	Buy	31,947 +431	+1%	+$41.4K	0.09%	183
2023 Q4	$2.96M	Buy	31,516 +1,792	+6%	+$151K	0.08%	186
2023 Q3	$2.39M	Buy	29,724 +7,696	+35%	+$643K	0.07%	200
2023 Q2	$1.79M	Buy	22,028 +9,391	+74%	+$737K	0.06%	205
2023 Q1	$984K	Buy	+12,637	New	+$1.07M	0.04%	244
2021 Q4	–	Sell	-11,276	Closed	-$1.07M	–	358
2021 Q3	$1.07M	Buy	+11,276	New	+$1.04M	0.05%	108