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
2026 Q1	$6.62K	Sell	55 -80	-59%	-$10.2K	﹤0.01%	485
2025 Q4	$18K	Sell	135 -867	-87%	-$113K	0.01%	412
2025 Q3	$131K	Sell	1,002 -14	-1%	-$1.81K	0.05%	215
2025 Q2	$129K	Buy	1,016 +134	+15%	+$16K	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%	-$37.8K	0.03%	286
2024 Q2	$123K	Buy	1,230 +100	+9%	+$9.98K	0.04%	250
2024 Q1	$116K	Buy	1,130 +26	+2%	+$2.5K	0.04%	261
2023 Q4	$102K	Buy	1,104 +66	+6%	+$5.55K	0.04%	263
2023 Q3	$83.4K	Buy	1,038 +120	+13%	+$10K	0.04%	275
2023 Q2	$74.5K	Buy	+918	New	+$72K	0.03%	295
2022 Q4	$74.2K	Buy	+897	New	+$74.1K	0.04%	296