Integrated Wealth Concepts’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
Q2 | $6.11M | Buy |
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|
2025
Q1 | $5.71M | Buy |
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|
2024
Q4 | $4.8M | Buy |
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|
2024
Q3 | $4.36M | Sell |
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|
2024
Q2 | $4.53M | Buy |
|
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|
2024
Q1 | $4.45M | Buy |
|
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|
2023
Q4 | $3.84M | Sell |
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|
2023
Q3 | $3.47M | Buy |
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|
2023
Q2 | $3.46M | Buy |
|
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|
2023
Q1 | $2.45M | Buy |
|
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $604K | Buy |
|
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $511K | Buy |
|
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|
2021
Q2 | $452K | Buy |
|
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $291K | Sell |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $553K | Buy |
|
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | $229K | Buy |
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|
2019
Q1 | $210K | Buy |
|