Graves Light Lenhart Wealth’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 | $243K | Buy |
1,905
+1
| +0.1% | +$127 | 0.03% | 168 |
|
|
2025
Q1 | $227K | Buy |
1,904
+2
| +0.1% | +$239 | 0.03% | 166 |
|
|
2024
Q4 | $225K | Buy |
1,902
+6
| +0.3% | +$708 | 0.03% | 168 |
|
|
2024
Q3 | $208K | Buy |
+1,896
| New | +$208K | 0.03% | 177 |
|
|
2022
Q3 | – | Sell |
-1,943
| Closed | -$150K | – | 590 |
|
|
2022
Q2 | $150K | Sell |
1,943
-560
| -22% | -$43.2K | 0.02% | 190 |
|
|
2022
Q1 | $234K | Buy |
2,503
+2
| +0.1% | +$187 | 0.03% | 161 |
|
|
2021
Q4 | $242K | Buy |
2,501
+568
| +29% | +$55K | 0.03% | 175 |
|
|
2021
Q3 | $179K | Sell |
1,933
-43
| -2% | -$3.98K | 0.03% | 190 |
|
|
2021
Q2 | $179K | Sell |
1,976
-76
| -4% | -$6.89K | 0.03% | 190 |
|
|
2021
Q1 | $173K | Sell |
2,052
-35
| -2% | -$2.95K | 0.03% | 195 |
|
|
2020
Q4 | $152K | Buy |
+2,087
| New | +$152K | 0.03% | 200 |
|