LAM
Lummis Asset Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31
| Closed | -$3.66K | – | 172 |
|
|
2024
Q4 | $3.66K | Buy |
+31
| New | +$3.66K | ﹤0.01% | 113 |
|
|
2024
Q3 | – | Sell |
-31
| Closed | -$3.1K | – | 157 |
|
|
2024
Q2 | $3.1K | Hold |
31
| – | – | ﹤0.01% | 123 |
|
|
2024
Q1 | $3.17K | Hold |
31
| – | – | ﹤0.01% | 125 |
|
|
2023
Q4 | $2.86K | Buy |
+31
| New | +$2.86K | ﹤0.01% | 146 |
|