Lewis Asset 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 | $631K | Buy |
4,956
+182
| +4% | +$23.2K | 0.3% | 85 |
|
|
2025
Q1 | $570K | Sell |
4,774
-97
| -2% | -$11.6K | 0.47% | 56 |
|
|
2024
Q4 | $575K | Buy |
4,871
+105
| +2% | +$12.4K | 0.44% | 58 |
|
|
2024
Q3 | $524K | Buy |
4,766
+11
| +0.2% | +$1.21K | 0.38% | 64 |
|
|
2024
Q2 | $475K | Sell |
4,755
-246
| -5% | -$24.6K | 0.36% | 61 |
|
|
2024
Q1 | $512K | Sell |
5,001
-166
| -3% | -$17K | 0.42% | 61 |
|
|
2023
Q4 | $477K | Buy |
+5,167
| New | +$477K | 0.44% | 58 |
|