Garde Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-30
| Closed | -$3.82K | – | 782 |
|
|
2025
Q2 | $3.82K | Hold |
30
| – | – | ﹤0.01% | 581 |
|
|
2025
Q1 | $3.58K | Buy |
+30
| New | +$3.65K | ﹤0.01% | 561 |
|
|
2019
Q4 | – | Sell |
-3,193
| Closed | -$224K | – | 141 |
|
|
2019
Q3 | $224K | Hold |
3,193
| – | – | 0.03% | 128 |
|
|
2019
Q2 | $220K | Hold |
3,193
| – | – | 0.04% | 134 |
|
|
2019
Q1 | $206K | Sell |
3,193
-488
| -13% | -$31.6K | 0.04% | 133 |
|
|
2018
Q4 | $219K | Hold |
3,681
| – | – | 0.04% | 151 |
|
|
2018
Q3 | $246K | Hold |
3,681
| – | – | 0.04% | 156 |
|
|
2018
Q2 | $248K | Buy |
3,681
+93
| +3% | +$6.49K | 0.04% | 151 |
|
|
2018
Q1 | $249K | Hold |
3,588
| – | – | 0.05% | 144 |
|
|
2017
Q4 | $251K | Hold |
3,588
| – | – | 0.05% | 148 |
|
|
2017
Q3 | $235K | Hold |
3,588
| – | – | 0.05% | 154 |
|
|
2017
Q2 | $224K | Hold |
3,588
| – | – | 0.06% | 121 |
|
|
2017
Q1 | $217K | Sell |
3,588
-500
| -12% | -$30.5K | 0.06% | 108 |
|
|
2016
Q4 | $243K | Sell |
4,088
-13,768
| -77% | -$752K | 0.07% | 106 |
|
|
2016
Q3 | $827K | Buy |
+17,856
| New | +$880K | 0.26% | 70 |
|
|
2016
Q1 | – | Sell |
-9,323
| Closed | -$452K | – | 118 |
|
|
2015
Q4 | $452K | Sell |
9,323
-8,533
| -48% | -$417K | 0.16% | 68 |
|
|
2015
Q3 | $827K | Sell |
17,856
-13,055
| -42% | -$642K | 0.26% | 70 |
|
|
2015
Q2 | $1.53M | Sell |
30,911
-11,791
| -28% | -$590K | 0.46% | 43 |
|
|
2015
Q1 | $2.1M | Sell |
42,702
-13,366
| -24% | -$654K | 0.64% | 34 |
|
|
2014
Q4 | $2.79M | Sell |
56,068
-1,774
| -3% | -$85.3K | 0.86% | 29 |
|
|
2014
Q3 | $2.69M | Sell |
57,842
-34
| -0.1% | -$1.58K | 1.05% | 24 |
|
|
2014
Q2 | $2.68M | Buy |
+57,876
| New | +$2.62M | 1.06% | 24 |
|
Other funds holding VFH
PCH
BCMIO
