Founders Financial Alliance’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 | $580K | Buy |
4,800
+41
| +0.9% | +$5.23K | 0.1% | 188 |
|
|
2025
Q4 | $635K | Sell |
4,759
-72
| -1% | -$9.35K | 0.12% | 169 |
|
|
2025
Q3 | $634K | Buy |
4,831
+119
| +3% | +$15.4K | 0.12% | 163 |
|
|
2025
Q2 | $600K | Buy |
4,712
+15
| +0.3% | +$1.79K | 0.14% | 154 |
|
|
2025
Q1 | $561K | Buy |
4,697
+23
| +0.5% | +$2.8K | 0.14% | 157 |
|
|
2024
Q4 | $552K | Buy |
4,674
+40
| +0.9% | +$4.73K | 0.15% | 132 |
|
|
2024
Q3 | $509K | Hold |
4,634
| – | – | 0.14% | 146 |
|
|
2024
Q2 | $463K | Hold |
4,634
| – | – | 0.14% | 147 |
|
|
2024
Q1 | $474K | Buy |
4,634
+7
| +0.2% | +$672 | 0.14% | 145 |
|
|
2023
Q4 | $427K | Sell |
4,627
-82
| -2% | -$6.89K | 0.17% | 126 |
|
|
2023
Q3 | $378K | Buy |
4,709
+157
| +3% | +$13.1K | 0.17% | 128 |
|
|
2023
Q2 | $370K | Sell |
4,552
-866
| -16% | -$68K | 0.15% | 153 |
|
|
2023
Q1 | $435K | Buy |
5,418
+180
| +3% | +$15.2K | 0.22% | 111 |
|
|
2022
Q4 | $433K | Buy |
5,238
+54
| +1% | +$4.46K | 0.2% | 117 |
|
|
2022
Q3 | $386K | Buy |
5,184
+5,010
| +2,879% | +$407K | 0.2% | 117 |
|
|
2022
Q2 | $13K | Sell |
174
-4,910
| -97% | -$415K | 0.01% | 424 |
|
|
2022
Q1 | $475K | Buy |
5,084
+555
| +12% | +$53.2K | 0.21% | 110 |
|
|
2021
Q4 | $437K | Buy |
4,529
+2,342
| +107% | +$228K | 0.18% | 126 |
|
|
2021
Q3 | $203K | Buy |
2,187
+800
| +58% | +$73.8K | 0.09% | 217 |
|
|
2021
Q2 | $126K | Buy |
1,387
+2
| +0.1% | +$181 | 0.06% | 274 |
|
|
2021
Q1 | $118K | Buy |
1,385
+274
| +25% | +$21.8K | 0.06% | 257 |
|
|
2020
Q4 | $81K | Hold |
1,111
| – | – | 0.05% | 259 |
|
|
2020
Q3 | $65K | Buy |
+1,111
| New | +$66.1K | 0.04% | 329 |
|
Other funds holding VFH
PCH
MMEA
