JFS Wealth Advisors’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 | $211K | Sell |
1,658
-167
| -9% | -$21.3K | 0.01% | 297 |
|
|
2025
Q1 | $218K | Buy |
1,825
+334
| +22% | +$39.9K | 0.01% | 294 |
|
|
2024
Q4 | $176K | Hold |
1,491
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $164K | Sell |
1,491
-125
| -8% | -$13.7K | 0.01% | 313 |
|
|
2024
Q2 | $161K | Buy |
1,616
+125
| +8% | +$12.5K | 0.01% | 260 |
|
|
2024
Q1 | $153K | Hold |
1,491
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $138K | Hold |
1,491
| – | – | 0.01% | 266 |
|
|
2023
Q3 | $120K | Hold |
1,491
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $121K | Hold |
1,491
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $116K | Hold |
1,491
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $123K | Hold |
1,491
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $111K | Hold |
1,491
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $115K | Hold |
1,491
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $139K | Sell |
1,491
-203
| -12% | -$18.9K | 0.01% | 262 |
|
|
2021
Q4 | $164K | Hold |
1,694
| – | – | 0.02% | 247 |
|
|
2021
Q3 | $157K | Buy |
1,694
+1,491
| +734% | +$138K | 0.02% | 248 |
|
|
2021
Q2 | $18K | Buy |
+203
| New | +$18K | ﹤0.01% | 383 |
|
|
2019
Q2 | – | Sell |
-43
| Closed | -$3K | – | 486 |
|
|
2019
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 429 |
|
|
2018
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 415 |
|
|
2018
Q2 | – | Sell |
-64
| Closed | -$4K | – | 545 |
|
|
2018
Q1 | $4K | Buy |
64
+54
| +540% | +$3.38K | ﹤0.01% | 439 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 512 |
|