HB 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 | $571K | Sell |
4,489
-2,456
| -35% | -$313K | ﹤0.01% | 676 |
|
|
2025
Q1 | $830K | Buy |
6,945
+2,290
| +49% | +$274K | 0.01% | 581 |
|
|
2024
Q4 | $550K | Sell |
4,655
-431
| -8% | -$50.9K | 0.01% | 579 |
|
|
2024
Q3 | $559K | Buy |
5,086
+2,494
| +96% | +$274K | 0.01% | 549 |
|
|
2024
Q2 | $259K | Hold |
2,592
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $265K | Sell |
2,592
-252
| -9% | -$25.8K | ﹤0.01% | 697 |
|
|
2023
Q4 | $262K | Buy |
2,844
+4
| +0.1% | +$369 | ﹤0.01% | 657 |
|
|
2023
Q3 | $228K | Sell |
2,840
-165
| -5% | -$13.3K | ﹤0.01% | 662 |
|
|
2023
Q2 | $244K | Sell |
3,005
-2,395
| -44% | -$195K | ﹤0.01% | 606 |
|
|
2023
Q1 | $421K | Sell |
5,400
-1,574
| -23% | -$123K | 0.01% | 453 |
|
|
2022
Q4 | $577K | Sell |
6,974
-646
| -8% | -$53.4K | 0.01% | 365 |
|
|
2022
Q3 | $567K | Hold |
7,620
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $588K | Buy |
7,620
+310
| +4% | +$23.9K | 0.01% | 318 |
|
|
2022
Q1 | $683K | Buy |
7,310
+508
| +7% | +$47.5K | 0.01% | 308 |
|
|
2021
Q4 | $657K | Buy |
+6,802
| New | +$657K | 0.01% | 279 |
|