Joule Financial’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 | $3.27M | Buy |
25,690
+664
| +3% | +$84.5K | 1.06% | 17 |
|
|
2025
Q1 | $2.99M | Sell |
25,026
-18
| -0.1% | -$2.15K | 1.05% | 14 |
|
|
2024
Q4 | $2.96M | Buy |
25,044
+929
| +4% | +$110K | 1.05% | 13 |
|
|
2024
Q3 | $2.66M | Sell |
24,115
-7,025
| -23% | -$776K | 0.97% | 14 |
|
|
2024
Q2 | $3.12M | Buy |
31,140
+8,611
| +38% | +$864K | 1.27% | 13 |
|
|
2024
Q1 | $2.31M | Sell |
22,529
-1,823
| -7% | -$187K | 0.95% | 15 |
|
|
2023
Q4 | $2.25M | Sell |
24,352
-701
| -3% | -$64.7K | 1.04% | 11 |
|
|
2023
Q3 | $2.02M | Buy |
25,053
+1,065
| +4% | +$86.1K | 1.03% | 11 |
|
|
2023
Q2 | $1.96M | Sell |
23,988
-15,512
| -39% | -$1.27M | 1.01% | 13 |
|
|
2023
Q1 | $3.08M | Sell |
39,500
-37,827
| -49% | -$2.95M | 1.65% | 12 |
|
|
2022
Q4 | $6.4M | Sell |
77,327
-5,867
| -7% | -$485K | 4.24% | 7 |
|
|
2022
Q3 | $6.19M | Sell |
83,194
-821
| -1% | -$61.1K | 4.65% | 8 |
|
|
2022
Q2 | $6.49M | Buy |
+84,015
| New | +$6.49M | 5.06% | 7 |
|