Long Island Wealth Management’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 | $671K | Buy |
5,268
+8
| +0.2% | +$1.02K | 0.35% | 51 |
|
|
2025
Q1 | $628K | Sell |
5,260
-1,092
| -17% | -$130K | 0.38% | 50 |
|
|
2024
Q4 | $750K | Sell |
6,352
-9,256
| -59% | -$1.09M | 0.47% | 47 |
|
|
2024
Q3 | $1.72M | Sell |
15,608
-16,546
| -51% | -$1.82M | 1.13% | 25 |
|
|
2024
Q2 | $3.21M | Sell |
32,154
-387
| -1% | -$38.7K | 2.27% | 14 |
|
|
2024
Q1 | $3.33M | Sell |
32,541
-228
| -0.7% | -$23.3K | 2.35% | 14 |
|
|
2023
Q4 | $3.02M | Buy |
+32,769
| New | +$3.02M | 2.16% | 14 |
|