Joseph P. Lucia & Associates’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
Q3 | $285K | Hold |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $161K | Buy |
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|
2020
Q1 | $130K | Hold |
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|
2019
Q4 | $196K | Buy |
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|
2019
Q3 | $165K | Buy |
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|
2019
Q2 | $156K | Sell |
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|
2019
Q1 | $2.54K | Buy |
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