LCM Capital 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
2026 Q1	$7.48M	Buy	61,912 +680	+1%	+$86.7K	3.75%	7
2025 Q4	$8.17M	Sell	61,232 -150	-0.2%	-$19.5K	3.95%	7
2025 Q3	$8.06M	Buy	61,382 +223	+0.4%	+$28.9K	3.86%	7
2025 Q2	$7.79M	Buy	61,159 +273	+0.4%	+$32.6K	4.05%	7
2025 Q1	$7.27M	Buy	60,886 +1,624	+3%	+$198K	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%	-$20.6K	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%	+$23.1K	3.81%	7
2023 Q4	$5.29M	Sell	57,372 -884	-2%	-$74.3K	3.83%	7
2023 Q3	$4.68M	Buy	58,256 +3,293	+6%	+$275K	3.82%	7
2023 Q2	$4.47M	Buy	54,963 +762	+1%	+$59.8K	3.63%	7
2023 Q1	$4.22M	Buy	54,201 +3,299	+6%	+$279K	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%	-$19.3K	4.02%	7
2022 Q2	$3.97M	Sell	51,417 -438	-0.8%	-$37K	3.91%	7
2022 Q1	$4.84M	Buy	51,855 +862	+2%	+$82.6K	3.91%	7
2021 Q4	$4.92M	Buy	50,993 +2,089	+4%	+$204K	3.81%	7
2021 Q3	$4.53M	Sell	48,904 -851	-2%	-$78.5K	3.83%	7
2021 Q2	$4.5M	Sell	49,755 -128	-0.3%	-$11.6K	3.74%	7
2021 Q1	$4.21M	Sell	49,883 -2,288	-4%	-$182K	3.77%	7
2020 Q4	$3.79M	Buy	+52,171	New	+$3.44M	3.61%	7