IFWM
Institute for Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
11,417
-51
| -0.4% | -$6.49K | 0.16% | 129 |
|
|
2025
Q1 | $1.37M | Sell |
11,468
-520
| -4% | -$62.1K | 0.18% | 127 |
|
|
2024
Q4 | $1.42M | Sell |
11,988
-386
| -3% | -$45.6K | 0.18% | 115 |
|
|
2024
Q3 | $1.36M | Sell |
12,374
-28
| -0.2% | -$3.08K | 0.17% | 132 |
|
|
2024
Q2 | $1.24M | Buy |
12,402
+460
| +4% | +$45.9K | 0.17% | 132 |
|
|
2024
Q1 | $1.22M | Buy |
11,942
+630
| +6% | +$64.5K | 0.16% | 138 |
|
|
2023
Q4 | $1.04M | Buy |
11,312
+22
| +0.2% | +$2.03K | 0.17% | 144 |
|
|
2023
Q3 | $907K | Buy |
+11,290
| New | +$907K | 0.16% | 154 |
|
|
2023
Q2 | – | Sell |
-10,493
| Closed | -$817K | – | 463 |
|
|
2023
Q1 | $817K | Buy |
10,493
+7,399
| +239% | +$576K | 0.16% | 162 |
|
|
2022
Q4 | $256K | Buy |
3,094
+4
| +0.1% | +$331 | 0.05% | 375 |
|
|
2022
Q3 | $230K | Sell |
3,090
-2,945
| -49% | -$219K | 0.05% | 391 |
|
|
2022
Q2 | $466K | Sell |
6,035
-7,568
| -56% | -$584K | 0.09% | 282 |
|
|
2022
Q1 | $1.27M | Buy |
13,603
+476
| +4% | +$44.4K | 0.21% | 119 |
|
|
2021
Q4 | $1.27M | Sell |
13,127
-630
| -5% | -$60.9K | 0.21% | 127 |
|
|
2021
Q3 | $1.28M | Buy |
13,757
+1,484
| +12% | +$138K | 0.22% | 116 |
|
|
2021
Q2 | $1.11M | Buy |
12,273
+815
| +7% | +$73.7K | 0.19% | 135 |
|
|
2021
Q1 | $968K | Buy |
+11,458
| New | +$968K | 0.18% | 146 |
|
|
2020
Q4 | – | Sell |
-9,479
| Closed | -$555K | – | 446 |
|
|
2020
Q3 | $555K | Sell |
9,479
-1,578
| -14% | -$92.4K | 0.13% | 203 |
|
|
2020
Q2 | $632K | Buy |
11,057
+2,527
| +30% | +$144K | 0.15% | 182 |
|
|
2020
Q1 | $433K | Sell |
8,530
-4,491
| -34% | -$228K | 0.13% | 204 |
|
|
2019
Q4 | $993K | Sell |
13,021
-290
| -2% | -$22.1K | 0.22% | 122 |
|
|
2019
Q3 | $932K | Sell |
13,311
-6,120
| -31% | -$429K | 0.23% | 124 |
|
|
2019
Q2 | $1.34M | Buy |
19,431
+3,485
| +22% | +$241K | 0.3% | 85 |
|
|
2019
Q1 | $1.03M | Buy |
15,946
+10,152
| +175% | +$657K | 0.22% | 126 |
|
|
2018
Q4 | $344K | Sell |
5,794
-13,010
| -69% | -$772K | 0.14% | 184 |
|
|
2018
Q3 | $1.32M | Sell |
18,804
-4,956
| -21% | -$347K | 0.44% | 75 |
|
|
2018
Q2 | $1.61M | Buy |
23,760
+1,234
| +5% | +$83.4K | 0.51% | 61 |
|
|
2018
Q1 | $1.56M | Sell |
22,526
-13,750
| -38% | -$952K | 0.46% | 67 |
|
|
2017
Q4 | $2.6M | Buy |
36,276
+22,525
| +164% | +$1.61M | 0.6% | 39 |
|
|
2017
Q3 | $899K | Sell |
13,751
-5,100
| -27% | -$333K | 0.29% | 115 |
|
|
2017
Q2 | $1.18M | Buy |
+18,851
| New | +$1.18M | 0.32% | 90 |
|
|
2015
Q4 | $253K | Buy |
+5,216
| New | +$253K | 0.38% | 32 |
|
|
2015
Q2 | – | Sell |
-4,820
| Closed | -$238K | – | 34 |
|
|
2015
Q1 | $238K | Buy |
+4,820
| New | +$238K | 0.26% | 28 |
|
|
2014
Q4 | – | Sell |
-3,217
| Closed | -$150K | – | 60 |
|
|
2014
Q3 | $150K | Buy |
3,217
+15
| +0.5% | +$699 | 0.14% | 34 |
|
|
2014
Q2 | $149K | Sell |
3,202
-830
| -21% | -$38.6K | 0.13% | 35 |
|
|
2014
Q1 | $184K | Sell |
4,032
-677
| -14% | -$30.9K | 0.16% | 39 |
|
|
2013
Q4 | $209K | Buy |
+4,709
| New | +$209K | 0.15% | 42 |
|