Geneos Wealth Management’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 | $160K | Buy |
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|
2025
Q2 | $130K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $81.8K | Buy |
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|
2024
Q3 | $71K | Buy |
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|
2024
Q2 | $64.3K | Sell |
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|
2024
Q1 | $75.8K | Buy |
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|
2023
Q4 | $59.4K | Sell |
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|
2023
Q3 | $114K | Buy |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $82.6K | Buy |
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|
2022
Q4 | $71.2K | Sell |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $158K | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $132K | Buy |
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|
2020
Q3 | $43K | Sell |
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|
2020
Q2 | $86K | Buy |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $179K | Sell |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $360K | Hold |
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|
2018
Q2 | $350K | Sell |
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|
2018
Q1 | $381K | Hold |
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|
2017
Q4 | $385K | Buy |
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|
2017
Q3 | $280K | Buy |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $7K | Sell |
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|
2016
Q2 | $11K | Buy |
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|
2016
Q1 | $11K | Buy |
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