Invictus Private Wealth’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
Q2 | $735K | Hold |
5,770
| – | – | 0.05% | 45 |
|
|
2025
Q1 | $689K | Sell |
5,770
-387
| -6% | -$46.2K | 0.05% | 45 |
|
|
2024
Q4 | $727K | Sell |
6,157
-9
| -0.1% | -$1.06K | 0.06% | 47 |
|
|
2024
Q3 | $678K | Sell |
6,166
-16
| -0.3% | -$1.76K | 0.05% | 43 |
|
|
2024
Q2 | $617K | Sell |
6,182
-15
| -0.2% | -$1.5K | 0.05% | 47 |
|
|
2024
Q1 | $635K | Buy |
6,197
+14
| +0.2% | +$1.43K | 0.06% | 44 |
|
|
2023
Q4 | $570K | Sell |
6,183
-100
| -2% | -$9.23K | 0.06% | 48 |
|
|
2023
Q3 | $505K | Sell |
6,283
-974
| -13% | -$78.2K | 0.06% | 50 |
|
|
2023
Q2 | $590K | Hold |
7,257
| – | – | 0.06% | 48 |
|
|
2023
Q1 | $565K | Sell |
7,257
-273
| -4% | -$21.3K | 0.07% | 48 |
|
|
2022
Q4 | $623K | Buy |
+7,530
| New | +$623K | 0.08% | 44 |
|