Hazlett, Burt & Watson’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
2026 Q1	$54K	Hold	446	–	–	0.02%	436
2025 Q4	$60K	Buy	446 +304	+214%	+$39.5K	0.02%	415
2025 Q3	$19K	Hold	142	–	–	0.01%	574
2025 Q2	$18K	Sell	142 -109	-43%	-$13K	0.01%	520
2025 Q1	$30K	Hold	251	–	–	0.01%	435
2024 Q4	$30K	Hold	251	–	–	0.01%	422
2024 Q3	$28K	Hold	251	–	–	0.01%	429
2024 Q2	$25K	Hold	251	–	–	0.01%	422
2024 Q1	$26K	Hold	251	–	–	0.02%	403
2023 Q4	$23K	Hold	251	–	–	0.02%	405
2023 Q3	$20K	Buy	251 +1	+0.4%	+$84	0.01%	418
2023 Q2	$21K	Hold	250	–	–	0.02%	409
2023 Q1	$19K	Buy	250 +1	+0.4%	+$85	0.02%	396
2022 Q4	$21K	Sell	249 -1,105	-82%	-$91.3K	0.02%	384
2022 Q3	$101K	Hold	1,354	–	–	0.1%	183
2022 Q2	$105K	Buy	1,354 +7	+0.5%	+$591	0.1%	191
2022 Q1	$126K	Buy	+1,347	New	+$129K	0.1%	188