LMG Wealth Partners’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 | $5.15M | Sell |
40,493
-373
| -0.9% | -$47.5K | 1.06% | 32 |
|
|
2025
Q1 | $4.88M | Buy |
40,866
+554
| +1% | +$66.2K | 1.09% | 33 |
|
|
2024
Q4 | $4.76M | Buy |
40,312
+775
| +2% | +$91.5K | 1.04% | 34 |
|
|
2024
Q3 | $4.35M | Buy |
39,537
+12,680
| +47% | +$1.39M | 1% | 37 |
|
|
2024
Q2 | $2.68M | Buy |
26,857
+555
| +2% | +$55.4K | 0.67% | 46 |
|
|
2024
Q1 | $2.69M | Buy |
26,302
+3,122
| +13% | +$320K | 0.68% | 47 |
|
|
2023
Q4 | $2.14M | Buy |
23,180
+2,702
| +13% | +$249K | 0.59% | 49 |
|
|
2023
Q3 | $1.64M | Buy |
20,478
+9,653
| +89% | +$775K | 0.5% | 55 |
|
|
2023
Q2 | $879K | Buy |
10,825
+3,999
| +59% | +$325K | 0.27% | 64 |
|
|
2023
Q1 | $532K | Buy |
+6,826
| New | +$532K | 0.17% | 74 |
|