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
2026 Q1	$4.94M	Buy	40,849 +1,437	+4%	+$183K	0.9%	38
2025 Q4	$5.26M	Sell	39,412 -1,215	-3%	-$158K	0.98%	34
2025 Q3	$5.33M	Buy	40,627 +134	+0.3%	+$17.4K	0.99%	34
2025 Q2	$5.15M	Sell	40,493 -373	-0.9%	-$44.5K	1.06%	32
2025 Q1	$4.88M	Buy	40,866 +554	+1%	+$67.5K	1.09%	33
2024 Q4	$4.76M	Buy	40,312 +775	+2%	+$91.6K	1.04%	34
2024 Q3	$4.35M	Buy	39,537 +12,680	+47%	+$1.34M	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%	+$300K	0.68%	47
2023 Q4	$2.14M	Buy	23,180 +2,702	+13%	+$227K	0.59%	49
2023 Q3	$1.64M	Buy	20,478 +9,653	+89%	+$807K	0.5%	55
2023 Q2	$879K	Buy	10,825 +3,999	+59%	+$314K	0.27%	64
2023 Q1	$532K	Buy	+6,826	New	+$577K	0.17%	74