Maltin 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 | $406K | Sell |
3,187
-138
| -4% | -$17.6K | 0.18% | 86 |
|
2025
Q1 | $397K | Buy |
3,325
+14
| +0.4% | +$1.67K | 0.19% | 89 |
|
2024
Q4 | $391K | Buy |
3,311
+35
| +1% | +$4.13K | 0.19% | 92 |
|
2024
Q3 | $360K | Buy |
3,276
+15
| +0.5% | +$1.65K | 0.18% | 91 |
|
2024
Q2 | $326K | Hold |
3,261
| – | – | 0.17% | 90 |
|
2024
Q1 | $334K | Buy |
3,261
+13
| +0.4% | +$1.33K | 0.19% | 92 |
|
2023
Q4 | $300K | Buy |
3,248
+40
| +1% | +$3.69K | 0.19% | 90 |
|
2023
Q3 | $258K | Sell |
3,208
-31
| -1% | -$2.49K | 0.18% | 95 |
|
2023
Q2 | $263K | Buy |
3,239
+25
| +0.8% | +$2.03K | 0.19% | 91 |
|
2023
Q1 | $250K | Sell |
3,214
-62
| -2% | -$4.83K | 0.18% | 90 |
|
2022
Q4 | $271K | Buy |
3,276
+45
| +1% | +$3.72K | 0.2% | 87 |
|
2022
Q3 | $240K | Hold |
3,231
| – | – | 0.19% | 94 |
|
2022
Q2 | $249K | Buy |
3,231
+17
| +0.5% | +$1.31K | 0.18% | 97 |
|
2022
Q1 | $300K | Buy |
3,214
+14
| +0.4% | +$1.31K | 0.2% | 92 |
|
2021
Q4 | $309K | Buy |
3,200
+36
| +1% | +$3.48K | 0.19% | 94 |
|
2021
Q3 | $293K | Hold |
3,164
| – | – | 0.18% | 88 |
|
2021
Q2 | $286K | Buy |
3,164
+13
| +0.4% | +$1.18K | 0.17% | 89 |
|
2021
Q1 | $266K | Buy |
+3,151
| New | +$266K | 0.17% | 90 |
|
2020
Q2 | – | Sell |
-4,180
| Closed | -$212K | – | 92 |
|
2020
Q1 | $212K | Buy |
4,180
+2,712
| +185% | +$138K | 0.18% | 72 |
|
2019
Q4 | $112K | Buy |
+1,468
| New | +$112K | 0.07% | 80 |
|