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KDK Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

KDK Private Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Sell
9,324
-42
-0.4% -$5.35K 1.27% 15
2025
Q1 		$1.12M Sell
9,366
-81
-0.9% -$9.68K 1.27% 16
2024
Q4 		$1.12M Buy
+9,447
New +$1.12M 1.16% 18