Marmo Financial Group’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 | $12M | Buy |
94,553
+1,514
| +2% | +$193K | 6% | 6 |
|
|
2025
Q1 | $11.1M | Buy |
93,039
+63,898
| +219% | +$7.63M | 6.08% | 6 |
|
|
2024
Q4 | $3.44M | Sell |
29,141
-903
| -3% | -$107K | 1.86% | 14 |
|
|
2024
Q3 | $3.3M | Sell |
30,044
-75,276
| -71% | -$8.27M | 1.76% | 14 |
|
|
2024
Q2 | $10.5M | Sell |
105,320
-7,610
| -7% | -$760K | 6.36% | 5 |
|
|
2024
Q1 | $11.6M | Buy |
112,930
+3,184
| +3% | +$326K | 7.03% | 5 |
|
|
2023
Q4 | $10.1M | Sell |
109,746
-2,788
| -2% | -$257K | 7.69% | 6 |
|
|
2023
Q3 | $9.04M | Sell |
112,534
-2,185
| -2% | -$175K | 8.58% | 5 |
|
|
2023
Q2 | $9.32M | Sell |
114,719
-2,541
| -2% | -$206K | 8.42% | 5 |
|
|
2023
Q1 | $9.13M | Buy |
+117,260
| New | +$9.13M | 8.69% | 5 |
|