Kestra Private Wealth Services’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
Q2 | $2.5M | Buy |
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|
2025
Q1 | $858K | Sell |
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|
2024
Q4 | $882K | Buy |
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|
2024
Q3 | $805K | Sell |
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|
2024
Q2 | $737K | Buy |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $658K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $218K | Buy |
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