Glass Jacobson Investment Advisors’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 | $129K | Buy |
1,016
+134
| +15% | +$17.1K | 0.05% | 209 |
|
|
2025
Q1 | $104K | Hold |
882
| – | – | 0.03% | 294 |
|
|
2024
Q4 | $104K | Buy |
882
+9
| +1% | +$1.06K | 0.03% | 294 |
|
|
2024
Q3 | $95.9K | Sell |
873
-357
| -29% | -$39.2K | 0.03% | 286 |
|
|
2024
Q2 | $123K | Buy |
1,230
+100
| +9% | +$9.99K | 0.04% | 250 |
|
|
2024
Q1 | $116K | Buy |
1,130
+26
| +2% | +$2.66K | 0.04% | 261 |
|
|
2023
Q4 | $102K | Buy |
1,104
+66
| +6% | +$6.09K | 0.04% | 263 |
|
|
2023
Q3 | $83.4K | Buy |
1,038
+120
| +13% | +$9.64K | 0.04% | 275 |
|
|
2023
Q2 | $74.5K | Buy |
+918
| New | +$74.5K | 0.03% | 295 |
|
|
2022
Q4 | $74.2K | Buy |
+897
| New | +$74.2K | 0.04% | 296 |
|