GoalVest Advisory’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
$1.54M Buy
12,119
+64
+0.5% +$8.15K 0.38% 45
2025
Q1
$1.44M Sell
12,055
-101
-0.8% -$12.1K 0.4% 55
2024
Q4
$1.44M Buy
+12,156
New +$1.44M 0.39% 43