Kingswood Wealth Advisors’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 | $564K | Sell |
4,431
-24
| -0.5% | -$3.06K | 0.04% | 379 |
|
|
2025
Q1 | $532K | Sell |
4,455
-3,558
| -44% | -$425K | 0.05% | 374 |
|
|
2024
Q4 | $946K | Buy |
8,013
+4,263
| +114% | +$503K | 0.07% | 285 |
|
|
2024
Q3 | $411K | Sell |
3,750
-505
| -12% | -$55.3K | 0.03% | 511 |
|
|
2024
Q2 | $425K | Buy |
4,255
+263
| +7% | +$26.3K | 0.04% | 426 |
|
|
2024
Q1 | $409K | Sell |
3,992
-1,031
| -21% | -$106K | 0.05% | 394 |
|
|
2023
Q4 | $463K | Buy |
5,023
+1,273
| +34% | +$117K | 0.05% | 364 |
|
|
2023
Q3 | $300K | Hold |
3,750
| – | – | 0.05% | 326 |
|
|
2023
Q2 | $305K | Buy |
+3,750
| New | +$305K | 0.1% | 197 |
|