Glassman Wealth Services’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	$15.3K	Hold	127	–	–	﹤0.01%	146
2025 Q4	$17K	Hold	127	–	–	﹤0.01%	154
2025 Q3	$16.7K	Hold	127	–	–	﹤0.01%	141
2025 Q2	$16.2K	Hold	127	–	–	﹤0.01%	136
2025 Q1	$15.2K	Buy	+127	New	+$15.5K	﹤0.01%	140
2020 Q4	–	Sell	-350	Closed	-$20K	–	1526
2020 Q3	$20K	Buy	+350	New	+$20.8K	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%	299
2015 Q2	$12K	Hold	244	–	–	0.01%	302
2015 Q1	$12K	Hold	244	–	–	0.01%	307
2014 Q4	$12K	Buy	+244	New	+$11.7K	0.01%	337