Laidlaw Wealth Management’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
Q1 | – | Sell |
-15,101
| Closed | -$1.78M | – | 152 |
|
|
2024
Q4 | $1.78M | Sell |
15,101
-61
| -0.4% | -$7.2K | 0.78% | 37 |
|
|
2024
Q3 | $1.67M | Buy |
15,162
+211
| +1% | +$23.2K | 0.82% | 36 |
|
|
2024
Q2 | $1.49M | Buy |
14,951
+229
| +2% | +$22.9K | 0.82% | 34 |
|
|
2024
Q1 | $1.51M | Sell |
14,722
-2,033
| -12% | -$208K | 0.84% | 33 |
|
|
2023
Q4 | $1.55M | Sell |
16,755
-1,545
| -8% | -$143K | 0.56% | 46 |
|
|
2023
Q3 | $1.47M | Sell |
18,300
-747
| -4% | -$60K | 0.49% | 58 |
|
|
2023
Q2 | $1.55M | Sell |
19,047
-618
| -3% | -$50.2K | 0.3% | 88 |
|
|
2023
Q1 | $1.53M | Sell |
19,665
-9,362
| -32% | -$729K | 0.31% | 92 |
|
|
2022
Q4 | $2.4M | Sell |
29,027
-3,345
| -10% | -$277K | 0.52% | 50 |
|
|
2022
Q3 | $2.41M | Buy |
32,372
+17,648
| +120% | +$1.31M | 0.56% | 46 |
|
|
2022
Q2 | $1.14M | Buy |
14,724
+2,471
| +20% | +$191K | 0.23% | 118 |
|
|
2022
Q1 | $1.14M | Buy |
12,253
+843
| +7% | +$78.7K | 0.19% | 130 |
|
|
2021
Q4 | $1.1M | Sell |
11,410
-625
| -5% | -$60.4K | 0.18% | 138 |
|
|
2021
Q3 | $1.12M | Buy |
12,035
+453
| +4% | +$42K | 0.29% | 88 |
|
|
2021
Q2 | $1.05M | Sell |
11,582
-334
| -3% | -$30.2K | 0.27% | 91 |
|
|
2021
Q1 | $1.01M | Buy |
11,916
+260
| +2% | +$22K | 0.34% | 79 |
|
|
2020
Q4 | $849K | Buy |
11,656
+1,323
| +13% | +$96.4K | 0.18% | 140 |
|
|
2020
Q3 | $604K | Buy |
10,333
+2,957
| +40% | +$173K | 0.27% | 98 |
|
|
2020
Q2 | $422K | Buy |
7,376
+274
| +4% | +$15.7K | 0.22% | 108 |
|
|
2020
Q1 | $360K | Sell |
7,102
-7,883
| -53% | -$400K | 0.24% | 102 |
|
|
2019
Q4 | $1.14M | Buy |
+14,985
| New | +$1.14M | 0.72% | 52 |
|