Liberty Wealth 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 | $765K | Sell |
6,008
-7,076
| -54% | -$901K | 0.12% | 96 |
|
|
2025
Q1 | $1.56M | Sell |
13,084
-80
| -0.6% | -$9.56K | 0.3% | 53 |
|
|
2024
Q4 | $1.55M | Buy |
13,164
+334
| +3% | +$39.4K | 0.26% | 62 |
|
|
2024
Q3 | $1.41M | Buy |
12,830
+43
| +0.3% | +$4.73K | 0.24% | 64 |
|
|
2024
Q2 | $1.28M | Buy |
12,787
+167
| +1% | +$16.7K | 0.23% | 64 |
|
|
2024
Q1 | $1.29M | Buy |
12,620
+12,584
| +34,956% | +$1.29M | 0.25% | 61 |
|
|
2023
Q4 | $1.09M | Sell |
36
-10,418
| -100% | -$315M | 0.23% | 60 |
|
|
2023
Q3 | $840K | Buy |
10,454
+130
| +1% | +$10.4K | 0.21% | 63 |
|
|
2023
Q2 | $838K | Buy |
10,324
+274
| +3% | +$22.2K | 0.21% | 61 |
|
|
2023
Q1 | $783K | Buy |
+10,050
| New | +$783K | 0.16% | 84 |
|
|
2022
Q3 | $740K | Sell |
9,947
-274
| -3% | -$20.4K | 0.2% | 61 |
|
|
2022
Q2 | $789K | Buy |
10,221
+138
| +1% | +$10.7K | 0.32% | 54 |
|
|
2022
Q1 | $941K | Buy |
+10,083
| New | +$941K | 0.34% | 50 |
|
|
2021
Q4 | – | Sell |
-11,809
| Closed | -$1.11M | – | 68 |
|
|
2021
Q3 | $1.11M | Buy |
11,809
+2,226
| +23% | +$209K | 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% | -$4K | 0.35% | 45 |
|
|
2020
Q3 | $586K | Buy |
10,020
+446
| +5% | +$26.1K | 0.35% | 46 |
|
|
2020
Q2 | $548K | Sell |
9,574
-83
| -0.9% | -$4.75K | 0.39% | 46 |
|
|
2020
Q1 | $490K | Sell |
9,657
-114
| -1% | -$5.78K | 0.43% | 45 |
|
|
2019
Q4 | $745K | Sell |
9,771
-1,169
| -11% | -$89.1K | 0.59% | 28 |
|
|
2019
Q3 | $766K | Sell |
10,940
-210
| -2% | -$14.7K | 0.72% | 27 |
|
|
2019
Q2 | $769K | Sell |
11,150
-85
| -0.8% | -$5.86K | 0.67% | 28 |
|
|
2019
Q1 | $725K | Buy |
11,235
+4
| +0% | +$258 | 0.55% | 22 |
|
|
2018
Q4 | $666K | Buy |
+11,231
| New | +$666K | 0.5% | 24 |
|