GeoWealth 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
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