Keebeck Wealth Management’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 | $1.46M | Hold |
11,465
| – | – | 0.19% | 117 |
|
|
2025
Q1 | $1.37M | Sell |
11,465
-1,796
| -14% | -$215K | 0.2% | 113 |
|
|
2024
Q4 | $1.57M | Hold |
13,261
| – | – | 0.23% | 105 |
|
|
2024
Q3 | $1.46M | Sell |
13,261
-1,009
| -7% | -$111K | 0.21% | 108 |
|
|
2024
Q2 | $1.43M | Hold |
14,270
| – | – | 0.21% | 115 |
|
|
2024
Q1 | $1.46M | Hold |
14,270
| – | – | 0.21% | 116 |
|
|
2023
Q4 | $1.32M | Sell |
14,270
-20
| -0.1% | -$1.85K | 0.22% | 113 |
|
|
2023
Q3 | $1.15M | Sell |
14,290
-53,980
| -79% | -$4.36M | 0.2% | 114 |
|
|
2023
Q2 | $5.58M | Hold |
68,270
| – | – | 0.77% | 30 |
|
|
2023
Q1 | $5.32M | Hold |
68,270
| – | – | 0.86% | 29 |
|
|
2022
Q4 | $5.65M | Hold |
68,270
| – | – | 0.99% | 25 |
|
|
2022
Q3 | $5.11M | Hold |
68,270
| – | – | 0.99% | 23 |
|
|
2022
Q2 | $5.27M | Hold |
68,270
| – | – | 1.01% | 21 |
|
|
2022
Q1 | $6.38M | Hold |
68,270
| – | – | 1.06% | 23 |
|
|
2021
Q4 | $6.59M | Hold |
68,270
| – | – | 1.18% | 19 |
|
|
2021
Q3 | $6.36M | Hold |
68,270
| – | – | 1.25% | 19 |
|
|
2021
Q2 | $6.18M | Hold |
68,270
| – | – | 0.89% | 30 |
|
|
2021
Q1 | $5.77M | Hold |
68,270
| – | – | 0.9% | 28 |
|
|
2020
Q4 | $4.97M | Hold |
68,270
| – | – | 0.87% | 27 |
|
|
2020
Q3 | $3.99M | Hold |
68,270
| – | – | 0.82% | 27 |
|
|
2020
Q2 | $3.91M | Sell |
68,270
-18,493
| -21% | -$1.06M | 1.24% | 16 |
|
|
2020
Q1 | $4.4M | Sell |
86,763
-1,626
| -2% | -$82.5K | 1.83% | 10 |
|
|
2019
Q4 | $6.74M | Buy |
+88,389
| New | +$6.74M | 2.14% | 9 |
|