Gilbert & Cook’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $348K | Sell |
|
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|
2023
Q4 | $472K | Sell |
|
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $632K | Sell |
|
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|
2022
Q2 | $653K | Sell |
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|
2022
Q1 | $832K | Sell |
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|
2021
Q4 | $919K | Sell |
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|
2021
Q3 | $937K | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $869K | Buy |
|