IFP Advisors’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 | $182K | Sell |
1,428
-621
| -30% | -$79.1K | 0.01% | 1315 |
|
|
2025
Q1 | $245K | Sell |
2,049
-116
| -5% | -$13.9K | 0.01% | 1084 |
|
|
2024
Q4 | $256K | Buy |
2,165
+225
| +12% | +$26.6K | 0.01% | 1020 |
|
|
2024
Q3 | $213K | Buy |
1,940
+192
| +11% | +$21.1K | 0.01% | 1057 |
|
|
2024
Q2 | $175K | Buy |
1,748
+134
| +8% | +$13.4K | 0.01% | 1106 |
|
|
2024
Q1 | $165K | Sell |
1,614
-1,779
| -52% | -$182K | 0.01% | 1091 |
|
|
2023
Q4 | $313K | Sell |
3,393
-528
| -13% | -$48.7K | 0.01% | 749 |
|
|
2023
Q3 | $315K | Sell |
3,921
-157
| -4% | -$12.6K | 0.01% | 761 |
|
|
2023
Q2 | $331K | Sell |
4,078
-3,378
| -45% | -$274K | 0.01% | 805 |
|
|
2023
Q1 | $518K | Sell |
7,456
-4,650
| -38% | -$323K | 0.02% | 595 |
|
|
2022
Q4 | $849K | Buy |
12,106
+3,006
| +33% | +$211K | 0.02% | 677 |
|
|
2022
Q3 | $635K | Buy |
9,100
+1,206
| +15% | +$84.2K | 0.02% | 812 |
|
|
2022
Q2 | $553K | Hold |
7,894
| – | – | 0.02% | 803 |
|
|
2022
Q1 | $553K | Buy |
7,894
+4,808
| +156% | +$337K | 0.02% | 803 |
|
|
2021
Q4 | $299K | Sell |
3,086
-55
| -2% | -$5.33K | 0.01% | 774 |
|
|
2021
Q3 | $291K | Buy |
3,141
+572
| +22% | +$53K | 0.01% | 757 |
|
|
2021
Q2 | $232K | Sell |
2,569
-1,225
| -32% | -$111K | ﹤0.01% | 837 |
|
|
2021
Q1 | $321K | Buy |
3,794
+334
| +10% | +$28.3K | 0.01% | 661 |
|
|
2020
Q4 | $252K | Sell |
3,460
-45
| -1% | -$3.28K | 0.01% | 719 |
|
|
2020
Q3 | $205K | Sell |
3,505
-191
| -5% | -$11.2K | 0.01% | 694 |
|
|
2020
Q2 | $208K | Buy |
3,696
+610
| +20% | +$34.3K | 0.02% | 653 |
|
|
2020
Q1 | $166K | Sell |
3,086
-197
| -6% | -$10.6K | 0.02% | 633 |
|
|
2019
Q4 | $250K | Sell |
3,283
-1,466
| -31% | -$112K | 0.02% | 600 |
|
|
2019
Q3 | $332K | Buy |
+4,749
| New | +$332K | 0.02% | 595 |
|
|
2019
Q1 | $290K | Sell |
4,477
-9,286
| -67% | -$602K | 0.04% | 388 |
|
|
2018
Q4 | $809K | Sell |
13,763
-37,896
| -73% | -$2.23M | 0.05% | 400 |
|
|
2018
Q3 | $3.58M | Sell |
51,659
-583
| -1% | -$40.4K | 0.15% | 159 |
|
|
2018
Q2 | $3.52M | Buy |
52,242
+33,329
| +176% | +$2.25M | 0.15% | 158 |
|
|
2018
Q1 | $1.33M | Hold |
18,913
| – | – | 0.06% | 318 |
|
|
2017
Q4 | $1.33M | Sell |
18,913
-287
| -1% | -$20.1K | 0.06% | 318 |
|
|
2017
Q3 | $1.26M | Buy |
19,200
+158
| +0.8% | +$10.3K | 0.05% | 373 |
|
|
2017
Q2 | $1.19M | Sell |
19,042
-1,663
| -8% | -$104K | 0.05% | 382 |
|
|
2017
Q1 | $1.25M | Buy |
20,705
+8,659
| +72% | +$524K | 0.05% | 370 |
|
|
2016
Q4 | $715K | Buy |
12,046
+6,408
| +114% | +$380K | 0.03% | 487 |
|
|
2016
Q3 | $278K | Buy |
5,638
+577
| +11% | +$28.5K | 0.01% | 843 |
|
|
2016
Q2 | $240K | Buy |
5,061
+584
| +13% | +$27.7K | 0.01% | 887 |
|
|
2016
Q1 | $290K | Sell |
4,477
-5,042
| -53% | -$327K | 0.04% | 388 |
|
|
2015
Q4 | $461K | Buy |
+9,519
| New | +$461K | 0.03% | 517 |
|