Jones Financial Companies’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 | $6.41M | Buy |
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2025
Q1 | $4.38M | Buy |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $821K | Buy |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $127K | Sell |
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|
2021
Q4 | $209K | Hold |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $7K | Sell |
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|
2020
Q4 | $13K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $692K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $391K | Buy |
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