Kestra Private Wealth Services’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 | $2.5M | Buy |
19,667
+12,487
| +174% | +$1.59M | 0.04% | 438 |
|
|
2025
Q1 | $858K | Sell |
7,180
-291
| -4% | -$34.8K | 0.01% | 735 |
|
|
2024
Q4 | $882K | Buy |
7,471
+149
| +2% | +$17.6K | 0.02% | 691 |
|
|
2024
Q3 | $805K | Sell |
7,322
-60
| -0.8% | -$6.6K | 0.01% | 684 |
|
|
2024
Q2 | $737K | Buy |
7,382
+1,319
| +22% | +$132K | 0.01% | 683 |
|
|
2024
Q1 | $621K | Sell |
6,063
-389
| -6% | -$39.8K | 0.01% | 714 |
|
|
2023
Q4 | $595K | Sell |
6,452
-6,129
| -49% | -$565K | 0.02% | 674 |
|
|
2023
Q3 | $1.01M | Buy |
12,581
+131
| +1% | +$10.5K | 0.03% | 464 |
|
|
2023
Q2 | $1.01M | Buy |
12,450
+4,101
| +49% | +$333K | 0.03% | 433 |
|
|
2023
Q1 | $650K | Buy |
8,349
+390
| +5% | +$30.4K | 0.03% | 523 |
|
|
2022
Q4 | $658K | Buy |
+7,959
| New | +$658K | 0.03% | 455 |
|
|
2020
Q4 | – | Sell |
-3,731
| Closed | -$218K | – | 780 |
|
|
2020
Q3 | $218K | Buy |
+3,731
| New | +$218K | 0.02% | 578 |
|