Marble Harbor Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Hold |
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|
2025
Q1 | $818K | Hold |
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|
2024
Q4 | $809K | Hold |
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|
2024
Q3 | $753K | Hold |
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|
2024
Q2 | $684K | Hold |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $669K | Hold |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $280K | Buy |
|