LCM Capital 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
Q2 | $7.79M | Buy |
61,159
+273
| +0.4% | +$34.8K | 4.05% | 7 |
|
2025
Q1 | $7.27M | Buy |
60,886
+1,624
| +3% | +$194K | 4.27% | 7 |
|
2024
Q4 | $7M | Buy |
59,262
+242
| +0.4% | +$28.6K | 3.95% | 7 |
|
2024
Q3 | $6.49M | Sell |
59,020
-194
| -0.3% | -$21.3K | 3.73% | 8 |
|
2024
Q2 | $5.91M | Buy |
59,214
+1,601
| +3% | +$160K | 3.69% | 8 |
|
2024
Q1 | $5.9M | Buy |
57,613
+241
| +0.4% | +$24.7K | 3.81% | 7 |
|
2023
Q4 | $5.29M | Sell |
57,372
-884
| -2% | -$81.6K | 3.83% | 7 |
|
2023
Q3 | $4.68M | Buy |
58,256
+3,293
| +6% | +$264K | 3.82% | 7 |
|
2023
Q2 | $4.47M | Buy |
54,963
+762
| +1% | +$61.9K | 3.63% | 7 |
|
2023
Q1 | $4.22M | Buy |
54,201
+3,299
| +6% | +$257K | 3.69% | 7 |
|
2022
Q4 | $4.21M | Sell |
50,902
-278
| -0.5% | -$23K | 4.1% | 7 |
|
2022
Q3 | $3.81M | Sell |
51,180
-237
| -0.5% | -$17.6K | 4.02% | 7 |
|
2022
Q2 | $3.97M | Sell |
51,417
-438
| -0.8% | -$33.8K | 3.91% | 7 |
|
2022
Q1 | $4.84M | Buy |
51,855
+862
| +2% | +$80.5K | 3.91% | 7 |
|
2021
Q4 | $4.92M | Buy |
50,993
+2,089
| +4% | +$202K | 3.81% | 7 |
|
2021
Q3 | $4.53M | Sell |
48,904
-851
| -2% | -$78.8K | 3.83% | 7 |
|
2021
Q2 | $4.5M | Sell |
49,755
-128
| -0.3% | -$11.6K | 3.74% | 7 |
|
2021
Q1 | $4.22M | Sell |
49,883
-2,288
| -4% | -$193K | 3.77% | 7 |
|
2020
Q4 | $3.8M | Buy |
+52,171
| New | +$3.8M | 3.61% | 7 |
|