Harper Investing’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
$3.54M Buy
27,837
+69
+0.2% +$8.78K 1.98% 16
2025
Q1
$3.32M Buy
27,768
+6,309
+29% +$754K 2.2% 14
2024
Q4
$2.53M Sell
21,459
-3,448
-14% -$407K 1.87% 13
2024
Q3
$2.74M Buy
24,907
+5,000
+25% +$550K 1.79% 15
2024
Q2
$1.99M Buy
19,907
+11,179
+128% +$1.12M 1.96% 16
2024
Q1
$894K Buy
8,728
+6,059
+227% +$620K 1.05% 17
2023
Q4
$246K Buy
2,669
+85
+3% +$7.85K 0.26% 15
2023
Q3
$207K Buy
+2,584
New +$207K 0.24% 17
2023
Q2
Sell
-4,231
Closed -$330K 23
2023
Q1
$330K Sell
4,231
-8,054
-66% -$627K 0.41% 15
2022
Q4
$1.02M Sell
12,285
-16,024
-57% -$1.33M 1.25% 16
2022
Q3
$2.11M Buy
28,309
+2,071
+8% +$154K 2.16% 15
2022
Q2
$2.03M Buy
26,238
+8,604
+49% +$664K 2.06% 16
2022
Q1
$1.65M Buy
+17,634
New +$1.65M 1.53% 16