LMG Wealth Partners’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
Q2
$5.15M Sell
2025
Q1
$4.88M Buy
2024
Q4
$4.76M Buy
2024
Q3
$4.35M Buy
2024
Q2
$2.68M Buy
2024
Q1
$2.69M Buy
2023
Q4
$2.14M Buy
2023
Q3
$1.64M Buy
2023
Q2
$879K Buy
2023
Q1
$532K Buy