J.W. Cole Advisors’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 | $1.74M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $449K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $773K | Sell |
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|
2022
Q2 | $891K | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $993K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $402K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $294K | Buy |
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