GeoWealth Management’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 | $5.09K | Sell |
40
-8
| -17% | -$1.02K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $5.74K | Sell |
48
-3,401
| -99% | -$407K | ﹤0.01% | 1009 |
|
|
2024
Q4 | $407K | Hold |
3,449
| – | – | 0.01% | 524 |
|
|
2024
Q3 | $379K | Sell |
3,449
-21
| -0.6% | -$2.31K | 0.01% | 531 |
|
|
2024
Q2 | $347K | Hold |
3,470
| – | – | 0.02% | 540 |
|
|
2024
Q1 | $355K | Buy |
3,470
+39
| +1% | +$3.99K | 0.01% | 525 |
|
|
2023
Q4 | $316K | Buy |
+3,431
| New | +$316K | 0.03% | 400 |
|
|
2021
Q4 | – | Sell |
-270
| Closed | -$25K | – | 415 |
|
|
2021
Q3 | $25K | Buy |
+270
| New | +$25K | ﹤0.01% | 354 |
|