Liberty Wealth 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	$633K	Sell	5,247 -313	-6%	-$39.9K	0.08%	131
2025 Q4	$742K	Sell	5,560 -91	-2%	-$11.8K	0.1%	108
2025 Q3	$742K	Sell	5,651 -357	-6%	-$46.2K	0.1%	102
2025 Q2	$765K	Sell	6,008 -7,076	-54%	-$844K	0.12%	96
2025 Q1	$1.56M	Sell	13,084 -80	-0.6%	-$9.75K	0.3%	53
2024 Q4	$1.55M	Buy	13,164 +334	+3%	+$39.5K	0.26%	62
2024 Q3	$1.41M	Buy	12,830 +43	+0.3%	+$4.56K	0.24%	64
2024 Q2	$1.27M	Buy	12,787 +167	+1%	+$16.7K	0.23%	64
2024 Q1	$1.29M	Buy	12,620 +12,584	+34,956%	+$1.21M	0.25%	61
2023 Q4	$1.09M	Sell	36 -10,418	-100%	-$875K	0.23%	60
2023 Q3	$840K	Buy	10,454 +130	+1%	+$10.9K	0.21%	63
2023 Q2	$838K	Buy	10,324 +274	+3%	+$21.5K	0.21%	61
2023 Q1	$783K	Buy	+10,050	New	+$850K	0.16%	84
2022 Q3	$740K	Sell	9,947 -274	-3%	-$22.3K	0.2%	61
2022 Q2	$789K	Buy	10,221 +138	+1%	+$11.7K	0.32%	54
2022 Q1	$941K	Buy	+10,083	New	+$966K	0.34%	50
2021 Q4	–	Sell	-11,809	Closed	-$1.15M	–	68
2021 Q3	$1.11M	Buy	11,809 +2,226	+23%	+$205K	0.4%	42
2021 Q2	$866K	Sell	9,583 -382	-4%	-$34.5K	0.34%	43
2021 Q1	$725K	Hold	9,965	–	–	0.35%	45
2020 Q4	$725K	Sell	9,965 -55	-0.5%	-$3.63K	0.35%	45
2020 Q3	$586K	Buy	10,020 +446	+5%	+$26.5K	0.35%	46
2020 Q2	$548K	Sell	9,574 -83	-0.9%	-$4.61K	0.39%	46
2020 Q1	$490K	Sell	9,657 -114	-1%	-$7.76K	0.43%	45
2019 Q4	$745K	Sell	9,771 -1,169	-11%	-$85.3K	0.59%	28
2019 Q3	$766K	Sell	10,940 -210	-2%	-$14.5K	0.72%	27
2019 Q2	$769K	Sell	11,150 -85	-0.8%	-$5.77K	0.67%	28
2019 Q1	$725K	Buy	11,235 +4	+0%	+$259	0.55%	22
2018 Q4	$666K	Buy	+11,231	New	+$729K	0.5%	24