HB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.36M | Buy |
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|
2025
Q2 | $571K | Sell |
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|
2025
Q1 | $830K | Buy |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $567K | Hold |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $657K | Buy |
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