Lewis Asset 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
2025
Q3
$669K Buy
2025
Q2
$631K Buy
2025
Q1
$570K Sell
2024
Q4
$575K Buy
2024
Q3
$524K Buy
2024
Q2
$475K Sell
2024
Q1
$512K Sell
2023
Q4
$477K Buy