Kingswood Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Kingswood Wealth Advisors’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$604K	Buy
2025 Q2	$564K	Sell
2025 Q1	$532K	Sell
2024 Q4	$946K	Buy
2024 Q3	$411K	Sell
2024 Q2	$425K	Buy
2024 Q1	$409K	Sell
2023 Q4	$463K	Buy
2023 Q3	$300K	Hold
2023 Q2	$305K	Buy