Houlihan Financial Resource Group’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 | $1.03M | Buy |
8,037
+1
| +0% | +$128 | 0.42% | 47 |
|
2025
Q1 | $960K | Buy |
8,036
+1
| +0% | +$119 | 0.43% | 44 |
|
2024
Q4 | $949K | Buy |
8,035
+2
| +0% | +$236 | 0.4% | 44 |
|
2024
Q3 | $883K | Sell |
8,033
-199
| -2% | -$21.9K | 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% | +$92 | 0.37% | 49 |
|
2023
Q3 | $651K | Sell |
8,231
-260,989
| -97% | -$20.6M | 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% | +$78 | 0.35% | 52 |
|
2022
Q4 | $703K | Sell |
8,228
-498
| -6% | -$42.5K | 0.41% | 51 |
|
2022
Q3 | $693K | Buy |
+8,726
| New | +$693K | 0.42% | 49 |
|
2020
Q3 | $592K | Buy |
+8,875
| New | +$592K | 0.34% | 54 |
|
2020
Q1 | $556K | Buy |
10,968
+3
| +0% | +$152 | 0.48% | 48 |
|
2019
Q4 | $836K | Buy |
+10,965
| New | +$836K | 0.54% | 45 |
|