Marmo Financial Group’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
2026 Q1	$12.4M	Sell	102,669 -127	-0.1%	-$16.2K	6.14%	6
2025 Q4	$13.7M	Buy	102,796 +230	+0.2%	+$29.9K	6.49%	6
2025 Q3	$13.5M	Buy	102,566 +8,013	+8%	+$1.04M	6.52%	6
2025 Q2	$12M	Buy	94,553 +1,514	+2%	+$181K	6%	6
2025 Q1	$11.1M	Buy	93,039 +63,898	+219%	+$7.79M	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%	-$7.98M	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%	+$306K	7.03%	5
2023 Q4	$10.1M	Sell	109,746 -2,788	-2%	-$234K	7.69%	6
2023 Q3	$9.04M	Sell	112,534 -2,185	-2%	-$183K	8.58%	5
2023 Q2	$9.32M	Sell	114,719 -2,541	-2%	-$199K	8.42%	5
2023 Q1	$9.13M	Buy	+117,260	New	+$9.92M	8.69%	5