HBK Sorce Advisory’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 | $297K | Hold |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $231K | Buy |
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