Lido Advisors’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 | $40.3M | Buy |
333,523
+12,658
| +4% | +$1.61M | 0.16% | 110 |
|
|
2025
Q4 | $42.4M | Buy |
320,865
+26,367
| +9% | +$3.42M | 0.17% | 105 |
|
|
2025
Q3 | $38.7M | Buy |
294,498
+120,224
| +69% | +$15.6M | 0.16% | 112 |
|
|
2025
Q2 | $22.2M | Buy |
174,274
+750
| +0.4% | +$89.4K | 0.12% | 139 |
|
|
2025
Q1 | $20.7M | Buy |
173,524
+21,897
| +14% | +$2.67M | 0.12% | 134 |
|
|
2024
Q4 | $17.9M | Buy |
151,627
+6,715
| +5% | +$794K | 0.11% | 151 |
|
|
2024
Q3 | $15.9M | Buy |
144,912
+16,450
| +13% | +$1.74M | 0.12% | 138 |
|
|
2024
Q2 | $12.9M | Buy |
128,462
+13,388
| +12% | +$1.34M | 0.11% | 144 |
|
|
2024
Q1 | $11.8M | Buy |
115,074
+14,779
| +15% | +$1.42M | 0.11% | 149 |
|
|
2023
Q4 | $9.25M | Buy |
100,295
+92,683
| +1,218% | +$7.79M | 0.09% | 172 |
|
|
2023
Q3 | $611K | Buy |
7,612
+621
| +9% | +$51.9K | 0.01% | 691 |
|
|
2023
Q2 | $568K | Sell |
6,991
-67
| -0.9% | -$5.26K | 0.01% | 691 |
|
|
2023
Q1 | $550K | Buy |
7,058
+1,776
| +34% | +$150K | 0.01% | 638 |
|
|
2022
Q4 | $437K | Buy |
5,282
+344
| +7% | +$28.4K | 0.01% | 640 |
|
|
2022
Q3 | $367K | Sell |
4,938
-187
| -4% | -$15.2K | 0.01% | 656 |
|
|
2022
Q2 | $395K | Sell |
5,125
-1,441
| -22% | -$122K | 0.01% | 618 |
|
|
2022
Q1 | $613K | Buy |
6,566
+1,272
| +24% | +$122K | 0.01% | 539 |
|
|
2021
Q4 | $511K | Buy |
5,294
+286
| +6% | +$27.9K | 0.01% | 609 |
|
|
2021
Q3 | $463K | Sell |
5,008
-545
| -10% | -$50.3K | 0.01% | 620 |
|
|
2021
Q2 | $502K | Sell |
5,553
-894
| -14% | -$80.8K | 0.01% | 547 |
|
|
2021
Q1 | $545K | Sell |
6,447
-258
| -4% | -$20.6K | 0.02% | 482 |
|
|
2020
Q4 | $488K | Sell |
6,705
-1,415
| -17% | -$93.4K | 0.02% | 481 |
|
|
2020
Q3 | $475K | Buy |
8,120
+14
| +0.2% | +$832 | 0.02% | 391 |
|
|
2020
Q2 | $464K | Sell |
8,106
-258
| -3% | -$14.3K | 0.02% | 363 |
|
|
2020
Q1 | $424K | Buy |
8,364
+560
| +7% | +$38.1K | 0.03% | 353 |
|
|
2019
Q4 | $595K | Buy |
7,804
+4,956
| +174% | +$362K | 0.03% | 346 |
|
|
2019
Q3 | $201K | Buy |
+2,848
| New | +$197K | 0.02% | 547 |
|
Other funds holding VFH
PCH
MMEA
