Kingsview Wealth Management’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
2026 Q1	$289K	Sell	2,393 -406	-15%	-$51.8K	﹤0.01%	1105
2025 Q4	$374K	Buy	2,799 +134	+5%	+$17.4K	0.01%	948
2025 Q3	$350K	Sell	2,665 -40,046	-94%	-$5.19M	0.01%	909
2025 Q2	$5.44M	Buy	42,711 +39,993	+1,471%	+$4.77M	0.09%	227
2025 Q1	$325K	Buy	2,718 +945	+53%	+$115K	0.01%	862
2024 Q4	$209K	Buy	+1,773	New	+$210K	﹤0.01%	1045
2022 Q2	–	Sell	-2,397	Closed	-$224K	–	925
2022 Q1	$224K	Sell	2,397 -48	-2%	-$4.6K	0.01%	789
2021 Q4	$236K	Buy	2,445 +128	+6%	+$12.5K	0.01%	816
2021 Q3	$215K	Sell	2,317 -92	-4%	-$8.49K	0.01%	785
2021 Q2	$220K	Buy	+2,409	New	+$218K	0.01%	802
2018 Q2	–	Sell	-67,570	Closed	-$4.69M	–	410
2018 Q1	$4.69M	Buy	67,570 +12,744	+23%	+$919K	1.17%	12
2017 Q4	$3.84M	Buy	54,826 +7,356	+15%	+$499K	1.37%	9
2017 Q3	$3.1M	Buy	+47,470	New	+$2.99M	1.37%	11