Houlihan Financial Resource Group’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	$927K	Sell	7,676 -250	-3%	-$31.9K	0.36%	55
2025 Q4	$1.05M	Buy	7,926 +3,639	+85%	+$473K	0.4%	51
2025 Q3	$563K	Sell	4,287 -3,750	-47%	-$486K	0.49%	46
2025 Q2	$1.02M	Buy	8,037 +1	+0%	+$119	0.42%	47
2025 Q1	$960K	Buy	8,036 +1	+0%	+$122	0.43%	44
2024 Q4	$949K	Buy	8,035 +2	+0%	+$237	0.4%	44
2024 Q3	$883K	Sell	8,033 -199	-2%	-$21.1K	0.37%	49
2024 Q2	$822K	Hold	8,232	–	–	0.56%	34
2024 Q1	$843K	Hold	8,232	–	–	0.38%	47
2023 Q4	$759K	Buy	8,232 +1	+0%	+$84	0.37%	49
2023 Q3	$651K	Sell	8,231 -260,989	-97%	-$21.8M	0.35%	53
2023 Q2	$21.1M	Buy	269,220 +260,991	+3,172%	+$20.5M	0.66%	29
2023 Q1	$641K	Buy	8,229 +1	+0%	+$85	0.35%	52
2022 Q4	$703K	Sell	8,228 -498	-6%	-$41.1K	0.41%	51
2022 Q3	$693K	Buy	+8,726	New	+$710K	0.42%	49
2020 Q3	$592K	Buy	+8,875	New	+$528K	0.34%	54
2020 Q1	$556K	Buy	10,968 +3	+0%	+$204	0.48%	48
2019 Q4	$836K	Buy	+10,965	New	+$800K	0.54%	45