Hazlett, Burt & Watson’s Vanguard Financials ETF VFH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18K | Sell |
142
-109
| -43% | -$13.8K | 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% | +$80 | 0.01% | 418 |
|
2023
Q2 | $21K | Hold |
250
| – | – | 0.02% | 409 |
|
2023
Q1 | $19K | Buy |
250
+1
| +0.4% | +$76 | 0.02% | 396 |
|
2022
Q4 | $21K | Sell |
249
-1,105
| -82% | -$93.2K | 0.02% | 384 |
|
2022
Q3 | $101K | Hold |
1,354
| – | – | 0.1% | 183 |
|
2022
Q2 | $105K | Buy |
1,354
+7
| +0.5% | +$543 | 0.1% | 191 |
|
2022
Q1 | $126K | Buy |
+1,347
| New | +$126K | 0.1% | 188 |
|