Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.55M | Buy |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $907K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $817K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $968K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $632K | Buy |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $993K | Sell |
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|
2019
Q3 | $932K | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $344K | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.61M | Buy |
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|
2018
Q1 | $1.56M | Sell |
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|
2017
Q4 | $2.6M | Buy |
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|
2017
Q3 | $899K | Sell |
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|
2017
Q2 | $1.18M | Buy |
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|
2015
Q4 | $253K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $238K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $150K | Buy |
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|
2014
Q2 | $149K | Sell |
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|
2014
Q1 | $184K | Sell |
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|
2013
Q4 | $209K | Buy |
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