Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-185	Closed	-$22.2K	–	201
2025 Q1	$22.2K	Sell	185 -1	-0.5%	-$122	0.01%	132
2024 Q4	$21.9K	Hold	186	–	–	0.01%	140
2024 Q3	$20.4K	Hold	186	–	–	0.01%	139
2024 Q2	$18.6K	Hold	186	–	–	0.01%	139
2024 Q1	$19K	Sell	186 -103	-36%	-$9.88K	0.01%	136
2023 Q4	$26.7K	Sell	289 -225	-44%	-$18.9K	0.02%	130
2023 Q3	$41.3K	Hold	514	–	–	0.04%	111
2023 Q2	$41.8K	Hold	514	–	–	0.04%	112
2023 Q1	$40K	Sell	514 -853	-62%	-$72.2K	0.04%	116
2022 Q4	$113K	Buy	1,367 +859	+169%	+$71K	0.11%	87
2022 Q3	$38K	Hold	508	–	–	0.04%	118
2022 Q2	$39K	Sell	508 -100	-16%	-$8.44K	0.04%	120
2022 Q1	$57K	Sell	608 -40	-6%	-$3.83K	0.06%	113
2021 Q4	$63K	Buy	+648	New	+$63.1K	0.06%	112