Frank Rimerman Advisors’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 | $5.99M | Buy |
47,074
+1,507
| +3% | +$192K | 0.4% | 39 |
|
|
2025
Q1 | $5.44M | Buy |
45,567
+5,125
| +13% | +$612K | 0.43% | 35 |
|
|
2024
Q4 | $4.78M | Buy |
40,442
+3,042
| +8% | +$359K | 0.35% | 42 |
|
|
2024
Q3 | $4.11M | Buy |
37,400
+186
| +0.5% | +$20.4K | 0.29% | 53 |
|
|
2024
Q2 | $3.72M | Hold |
37,214
| – | – | 0.26% | 64 |
|
|
2024
Q1 | $3.81M | Sell |
37,214
-1
| -0% | -$102 | 0.73% | 21 |
|
|
2023
Q4 | $3.43M | Buy |
37,215
+857
| +2% | +$79.1K | 0.72% | 20 |
|
|
2023
Q3 | $2.92M | Sell |
36,358
-2,855
| -7% | -$229K | 0.71% | 21 |
|
|
2023
Q2 | $3.19M | Buy |
39,213
+490
| +1% | +$39.8K | 0.76% | 21 |
|
|
2023
Q1 | $3.02M | Buy |
38,723
+21,842
| +129% | +$1.7M | 0.83% | 21 |
|
|
2022
Q4 | $1.4M | Sell |
16,881
-2,199
| -12% | -$182K | 0.44% | 33 |
|
|
2022
Q3 | $1.42M | Buy |
19,080
+1,853
| +11% | +$138K | 0.51% | 30 |
|
|
2022
Q2 | $1.33M | Sell |
17,227
-9,014
| -34% | -$696K | 0.51% | 28 |
|
|
2022
Q1 | $2.45M | Buy |
26,241
+11,522
| +78% | +$1.08M | 0.78% | 21 |
|
|
2021
Q4 | $1.42M | Buy |
14,719
+6,511
| +79% | +$629K | 0.48% | 28 |
|
|
2021
Q3 | $760K | Buy |
8,208
+1,825
| +29% | +$169K | 0.29% | 48 |
|
|
2021
Q2 | $577K | Buy |
6,383
+2,532
| +66% | +$229K | 0.23% | 43 |
|
|
2021
Q1 | $325K | Hold |
3,851
| – | – | 0.14% | 60 |
|
|
2020
Q4 | $281K | Buy |
+3,851
| New | +$281K | 0.13% | 76 |
|