Glass Jacobson Investment Advisors’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 | $131K | Sell |
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|
2025
Q2 | $129K | Buy |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $104K | Buy |
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|
2024
Q3 | $95.9K | Sell |
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|
2024
Q2 | $123K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $102K | Buy |
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|
2023
Q3 | $83.4K | Buy |
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|
2023
Q2 | $74.5K | Buy |
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|
2022
Q4 | $74.2K | Buy |
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