GeoWealth Management’s Vanguard Financials ETF VFH Stock Holding History

GeoWealth Management’s Portfolio VFH Stock Details VFH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$5.09K	Sell
2025 Q1	$5.74K	Sell
2024 Q4	$407K	Hold
2024 Q3	$379K	Sell
2024 Q2	$347K	Hold
2024 Q1	$355K	Buy
2023 Q4	$316K	Buy
2021 Q4	–	Sell
2021 Q3	$25K	Buy