Kovitz Investment Group Partners’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 | $534K | Buy |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $957K | Buy |
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|
2022
Q2 | $992K | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $952K | Buy |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $952K | Buy |
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|
2020
Q3 | $755K | Sell |
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|
2020
Q2 | $745K | Buy |
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|
2020
Q1 | $528K | Buy |
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