Laurel Wealth Advisors (North Carolina)’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 | $2.13M | Buy |
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|
2025
Q1 | $111K | Hold |
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|
2024
Q4 | $110K | Hold |
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|
2024
Q3 | $102K | Hold |
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|
2024
Q2 | $92.9K | Sell |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $93.6K | Hold |
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|
2023
Q3 | $81.5K | Hold |
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|
2023
Q2 | $82.5K | Hold |
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|
2023
Q1 | $79.1K | Hold |
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|
2022
Q4 | $84K | Hold |
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|
2022
Q3 | $76K | Buy |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $83K | Buy |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $9K | Sell |
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|
2019
Q4 | $18K | Hold |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $16K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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