H&H Retirement Design & Management’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
2024
Q1
Sell
2023
Q4
$223K Buy
2023
Q3
Sell
2023
Q2
$206K Buy
2023
Q1
Sell
2022
Q4
$1.51M Buy
2022
Q3
$1.29M Sell
2022
Q2
$1.64M Sell
2022
Q1
$2.11M Buy
2021
Q4
$2.11M Buy