Glassman Wealth Services’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 | $16.2K | Hold |
127
| – | – | ﹤0.01% | 136 |
|
|
2025
Q1 | $15.2K | Buy |
+127
| New | +$15.2K | ﹤0.01% | 140 |
|
|
2020
Q4 | – | Sell |
-350
| Closed | -$20K | – | 1526 |
|
|
2020
Q3 | $20K | Buy |
+350
| New | +$20K | 0.01% | 454 |
|
|
2019
Q2 | – | Sell |
-244
| Closed | -$16K | – | 1379 |
|
|
2019
Q1 | $16K | Hold |
244
| – | – | 0.01% | 392 |
|
|
2018
Q4 | $14K | Hold |
244
| – | – | 0.01% | 338 |
|
|
2018
Q3 | $17K | Hold |
244
| – | – | 0.01% | 348 |
|
|
2018
Q2 | $16K | Hold |
244
| – | – | 0.01% | 331 |
|
|
2018
Q1 | $17K | Hold |
244
| – | – | 0.01% | 310 |
|
|
2017
Q4 | $17K | Hold |
244
| – | – | 0.01% | 277 |
|
|
2017
Q3 | $16K | Hold |
244
| – | – | 0.01% | 258 |
|
|
2017
Q2 | $15K | Hold |
244
| – | – | 0.01% | 269 |
|
|
2017
Q1 | $15K | Hold |
244
| – | – | 0.01% | 301 |
|
|
2016
Q4 | $14K | Hold |
244
| – | – | 0.01% | 315 |
|
|
2016
Q3 | $12K | Hold |
244
| – | – | 0.01% | 280 |
|
|
2016
Q2 | $12K | Hold |
244
| – | – | 0.01% | 305 |
|
|
2016
Q1 | $11K | Hold |
244
| – | – | 0.01% | 299 |
|
|
2015
Q4 | $12K | Hold |
244
| – | – | 0.01% | 294 |
|
|
2015
Q3 | $11K | Hold |
244
| – | – | 0.01% | 298 |
|
|
2015
Q2 | $12K | Hold |
244
| – | – | 0.01% | 300 |
|
|
2015
Q1 | $12K | Hold |
244
| – | – | 0.01% | 301 |
|
|
2014
Q4 | $12K | Buy |
+244
| New | +$12K | 0.01% | 335 |
|