Invictus Private Wealth’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 | $735K | Hold |
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|
2025
Q1 | $689K | Sell |
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|
2024
Q4 | $727K | Sell |
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|
2024
Q3 | $678K | Sell |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $623K | Buy |
|