Founders Financial Alliance’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
$600K Buy
4,712
+15
+0.3% +$1.91K 0.14% 154
2025
Q1
$561K Buy
4,697
+23
+0.5% +$2.75K 0.14% 157
2024
Q4
$552K Buy
4,674
+40
+0.9% +$4.72K 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% +$717 0.14% 145
2023
Q4
$427K Sell
4,627
-82
-2% -$7.57K 0.17% 126
2023
Q3
$378K Buy
4,709
+157
+3% +$12.6K 0.17% 128
2023
Q2
$370K Sell
4,552
-866
-16% -$70.3K 0.15% 153
2023
Q1
$435K Buy
5,418
+180
+3% +$14.5K 0.22% 111
2022
Q4
$433K Buy
5,238
+54
+1% +$4.47K 0.2% 117
2022
Q3
$386K Buy
5,184
+5,010
+2,879% +$373K 0.2% 117
2022
Q2
$13K Sell
174
-4,910
-97% -$367K 0.01% 424
2022
Q1
$475K Buy
5,084
+555
+12% +$51.9K 0.21% 110
2021
Q4
$437K Buy
4,529
+2,342
+107% +$226K 0.18% 126
2021
Q3
$203K Buy
2,187
+800
+58% +$74.3K 0.09% 217
2021
Q2
$126K Buy
1,387
+2
+0.1% +$182 0.06% 274
2021
Q1
$118K Buy
1,385
+274
+25% +$23.3K 0.06% 257
2020
Q4
$81K Hold
1,111
0.05% 259
2020
Q3
$65K Buy
+1,111
New +$65K 0.04% 329