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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $742K | Sell |
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|
2025
Q2 | $765K | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $840K | Buy |
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|
2023
Q2 | $838K | Buy |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q3 | $740K | Sell |
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|
2022
Q2 | $789K | Buy |
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|
2022
Q1 | $941K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $866K | Sell |
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|
2021
Q1 | $725K | Hold |
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|
2020
Q4 | $725K | Sell |
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|
2020
Q3 | $586K | Buy |
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|
2020
Q2 | $548K | Sell |
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|
2020
Q1 | $490K | Sell |
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|
2019
Q4 | $745K | Sell |
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|
2019
Q3 | $766K | Sell |
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|
2019
Q2 | $769K | Sell |
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|
2019
Q1 | $725K | Buy |
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|
2018
Q4 | $666K | Buy |
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