Laurel Wealth Advisors (North Carolina)’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
Q2 | $2.13M | Buy |
271,149
+270,219
| +29,056% | +$2.12M | 0.03% | 188 |
|
|
2025
Q1 | $111K | Hold |
930
| – | – | 0.02% | 230 |
|
|
2024
Q4 | $110K | Hold |
930
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $102K | Hold |
930
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $92.9K | Sell |
930
-85
| -8% | -$8.49K | 0.02% | 231 |
|
|
2024
Q1 | $104K | Hold |
1,015
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $93.6K | Hold |
1,015
| – | – | 0.02% | 233 |
|
|
2023
Q3 | $81.5K | Hold |
1,015
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $82.5K | Hold |
1,015
| – | – | 0.02% | 244 |
|
|
2023
Q1 | $79.1K | Hold |
1,015
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $84K | Hold |
1,015
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $76K | Buy |
1,015
+18
| +2% | +$1.35K | 0.02% | 220 |
|
|
2022
Q2 | $77K | Hold |
997
| – | – | 0.02% | 224 |
|
|
2022
Q1 | $93K | Buy |
997
+100
| +11% | +$9.33K | 0.02% | 222 |
|
|
2021
Q4 | $87K | Hold |
897
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $83K | Buy |
897
+300
| +50% | +$27.8K | 0.02% | 224 |
|
|
2021
Q2 | $54K | Hold |
597
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $50K | Buy |
597
+425
| +247% | +$35.6K | 0.01% | 269 |
|
|
2020
Q4 | $13K | Hold |
172
| – | – | ﹤0.01% | 393 |
|
|
2020
Q3 | $10K | Hold |
172
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $10K | Hold |
172
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $9K | Sell |
172
-64
| -27% | -$3.35K | ﹤0.01% | 376 |
|
|
2019
Q4 | $18K | Hold |
236
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $17K | Hold |
236
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $16K | Buy |
236
+172
| +269% | +$11.7K | 0.01% | 338 |
|
|
2019
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 431 |
|