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