Independent Advisor Alliance’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
Q1 | – | Sell |
-17,438
| Closed | -$2.06M | – | 1340 |
|
2024
Q4 | $2.06M | Buy |
+17,438
| New | +$2.06M | 0.03% | 503 |
|
2020
Q1 | – | Sell |
-56,444
| Closed | -$4.31M | – | 823 |
|
2019
Q4 | $4.31M | Buy |
+56,444
| New | +$4.31M | 0.19% | 125 |
|
2017
Q2 | – | Sell |
-4,865
| Closed | -$290K | – | 398 |
|
2017
Q1 | $290K | Buy |
+4,865
| New | +$290K | 0.05% | 310 |
|