Freestone Capital Holdings’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 | $813K | Buy |
6,387
+1,174
| +23% | +$149K | 0.03% | 236 |
|
|
2025
Q1 | $623K | Buy |
5,213
+775
| +17% | +$92.6K | 0.02% | 262 |
|
|
2024
Q4 | $524K | Buy |
4,438
+278
| +7% | +$32.8K | 0.02% | 279 |
|
|
2024
Q3 | $457K | Buy |
+4,160
| New | +$457K | 0.02% | 300 |
|
|
2021
Q1 | – | Sell |
-194
| Closed | -$14.1K | – | 1099 |
|
|
2020
Q4 | $14.1K | Hold |
194
| – | – | ﹤0.01% | 789 |
|
|
2020
Q3 | $11.3K | Buy |
+194
| New | +$11.3K | ﹤0.01% | 723 |
|