Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $849K | Buy |
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|
2020
Q3 | $604K | Buy |
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|
2020
Q2 | $422K | Buy |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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