Frank Rimerman 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	$5.73M	Sell	47,426 -1,750	-4%	-$223K	0.38%	42
2025 Q4	$6.56M	Buy	49,176 +1,882	+4%	+$244K	0.42%	36
2025 Q3	$6.21M	Buy	47,294 +220	+0.5%	+$28.5K	0.4%	38
2025 Q2	$5.99M	Buy	47,074 +1,507	+3%	+$180K	0.4%	39
2025 Q1	$5.44M	Buy	45,567 +5,125	+13%	+$624K	0.43%	35
2024 Q4	$4.78M	Buy	40,442 +3,042	+8%	+$360K	0.35%	42
2024 Q3	$4.11M	Buy	37,400 +186	+0.5%	+$19.7K	0.29%	53
2024 Q2	$3.72M	Hold	37,214	–	–	0.26%	64
2024 Q1	$3.81M	Sell	37,214 -1	-0%	-$96	0.73%	21
2023 Q4	$3.43M	Buy	37,215 +857	+2%	+$72K	0.72%	20
2023 Q3	$2.92M	Sell	36,358 -2,855	-7%	-$239K	0.71%	21
2023 Q2	$3.19M	Buy	39,213 +490	+1%	+$38.5K	0.76%	21
2023 Q1	$3.02M	Buy	38,723 +21,842	+129%	+$1.85M	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%	+$151K	0.51%	30
2022 Q2	$1.33M	Sell	17,227 -9,014	-34%	-$761K	0.51%	28
2022 Q1	$2.45M	Buy	26,241 +11,522	+78%	+$1.1M	0.78%	21
2021 Q4	$1.42M	Buy	14,719 +6,511	+79%	+$634K	0.48%	28
2021 Q3	$760K	Buy	8,208 +1,825	+29%	+$168K	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	+$254K	0.13%	76