Guardian Wealth Management’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 | – | Sell |
-185
| Closed | -$22.2K | – | 204 |
|
|
2025
Q1 | $22.2K | Sell |
185
-1
| -0.5% | -$120 | 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% | -$10.5K | 0.01% | 136 |
|
|
2023
Q4 | $26.7K | Sell |
289
-225
| -44% | -$20.8K | 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% | -$66.4K | 0.04% | 116 |
|
|
2022
Q4 | $113K | Buy |
1,367
+859
| +169% | +$71.1K | 0.11% | 87 |
|
|
2022
Q3 | $38K | Hold |
508
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $39K | Sell |
508
-100
| -16% | -$7.68K | 0.04% | 120 |
|
|
2022
Q1 | $57K | Sell |
608
-40
| -6% | -$3.75K | 0.06% | 113 |
|
|
2021
Q4 | $63K | Buy |
+648
| New | +$63K | 0.06% | 112 |
|