IHT Wealth Management’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 | $3.4M | Sell |
26,720
-2,615
| -9% | -$333K | 0.09% | 206 |
|
|
2025
Q1 | $3.51M | Sell |
29,335
-9,080
| -24% | -$1.09M | 0.11% | 188 |
|
|
2024
Q4 | $4.54M | Buy |
38,415
+11,784
| +44% | +$1.39M | 0.15% | 139 |
|
|
2024
Q3 | $3M | Buy |
26,631
+116
| +0.4% | +$13.1K | 0.09% | 239 |
|
|
2024
Q2 | $2.67M | Sell |
26,515
-145
| -0.5% | -$14.6K | 0.1% | 203 |
|
|
2024
Q1 | $2.73M | Buy |
26,660
+1,962
| +8% | +$201K | 0.11% | 193 |
|
|
2023
Q4 | $2.28M | Buy |
24,698
+6,934
| +39% | +$640K | 0.1% | 203 |
|
|
2023
Q3 | $1.43M | Sell |
17,764
-762
| -4% | -$61.2K | 0.07% | 262 |
|
|
2023
Q2 | $1.51M | Sell |
18,526
-8,117
| -30% | -$659K | 0.08% | 243 |
|
|
2023
Q1 | $2.08M | Buy |
26,643
+6,155
| +30% | +$479K | 0.12% | 171 |
|
|
2022
Q4 | $1.7M | Sell |
20,488
-7,014
| -26% | -$580K | 0.11% | 202 |
|
|
2022
Q3 | $2.05M | Buy |
27,502
+10,472
| +61% | +$779K | 0.16% | 144 |
|
|
2022
Q2 | $1.32M | Sell |
17,030
-247
| -1% | -$19.1K | 0.12% | 183 |
|
|
2022
Q1 | $1.61M | Sell |
17,277
-8,783
| -34% | -$820K | 0.12% | 179 |
|
|
2021
Q4 | $2.52M | Sell |
26,060
-7,646
| -23% | -$738K | 0.19% | 117 |
|
|
2021
Q3 | $3.12M | Sell |
33,706
-4,627
| -12% | -$429K | 0.25% | 87 |
|
|
2021
Q2 | $3.47M | Sell |
38,333
-351
| -0.9% | -$31.7K | 0.22% | 98 |
|
|
2021
Q1 | $3.27M | Sell |
38,684
-280
| -0.7% | -$23.7K | 0.24% | 92 |
|
|
2020
Q4 | $2.84M | Sell |
38,964
-1,476
| -4% | -$108K | 0.24% | 99 |
|
|
2020
Q3 | $2.37M | Buy |
40,440
+2,082
| +5% | +$122K | 0.24% | 98 |
|
|
2020
Q2 | $2.19M | Sell |
38,358
-110
| -0.3% | -$6.29K | 0.3% | 73 |
|
|
2020
Q1 | $1.95M | Sell |
38,468
-23,902
| -38% | -$1.21M | 0.28% | 91 |
|
|
2019
Q4 | $4.76M | Buy |
62,370
+8,667
| +16% | +$661K | 0.56% | 32 |
|
|
2019
Q3 | $3.76M | Buy |
53,703
+5,671
| +12% | +$397K | 0.51% | 39 |
|
|
2019
Q2 | $3.32M | Buy |
48,032
+1,543
| +3% | +$106K | 0.48% | 42 |
|
|
2019
Q1 | $3M | Buy |
46,489
+7,530
| +19% | +$486K | 0.5% | 41 |
|
|
2018
Q4 | $2.31M | Buy |
38,959
+21,649
| +125% | +$1.29M | 0.45% | 52 |
|
|
2018
Q3 | $1.2M | Buy |
17,310
+113
| +0.7% | +$7.84K | 0.26% | 106 |
|
|
2018
Q2 | $1.16M | Sell |
17,197
-724
| -4% | -$48.8K | 0.3% | 94 |
|
|
2018
Q1 | $1.22M | Buy |
17,921
+2,325
| +15% | +$158K | 0.33% | 66 |
|
|
2017
Q4 | $1.11M | Buy |
15,596
+720
| +5% | +$51.2K | 0.29% | 90 |
|
|
2017
Q3 | $985K | Sell |
14,876
-281
| -2% | -$18.6K | 0.42% | 60 |
|
|
2017
Q2 | $49 | Sell |
15,157
-434
| -3% | -$1 | 0.02% | 511 |
|
|
2017
Q1 | $930K | Buy |
15,591
+653
| +4% | +$39K | 0.62% | 30 |
|
|
2016
Q4 | $893K | Buy |
+14,938
| New | +$893K | 0.68% | 26 |
|