Marshall Financial Group (Maryland)’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	$341K	Buy	2,826 +7	+0.2%	+$893	0.05%	234
2025 Q4	$376K	Buy	2,819 +10	+0.4%	+$1.3K	0.07%	222
2025 Q3	$369K	Buy	2,809 +6	+0.2%	+$777	0.07%	197
2025 Q2	$360K	Buy	2,803 +7	+0.3%	+$835	0.07%	199
2025 Q1	$334K	Sell	2,796 -22	-0.8%	-$2.68K	0.07%	186
2024 Q4	$333K	Sell	2,818 -50	-2%	-$5.91K	0.08%	172
2024 Q3	$315K	Sell	2,868 -437	-13%	-$46.3K	0.08%	178
2024 Q2	$330K	Sell	3,305 -113	-3%	-$11.3K	0.09%	145
2024 Q1	$350K	Buy	3,418 +8	+0.2%	+$768	0.1%	137
2023 Q4	$315K	Buy	3,410 +25	+0.7%	+$2.1K	0.1%	147
2023 Q3	$272K	Sell	3,385 -314	-8%	-$26.3K	0.1%	147
2023 Q2	$301K	Hold	3,699	–	–	0.1%	145
2023 Q1	$288K	Sell	3,699 -85	-2%	-$7.19K	0.1%	150
2022 Q4	$313K	Sell	3,784 -203	-5%	-$16.8K	0.12%	138
2022 Q3	$297K	Sell	3,987 -353	-8%	-$28.7K	0.13%	146
2022 Q2	$335K	Buy	4,340 +539	+14%	+$45.5K	0.13%	147
2022 Q1	$355K	Buy	3,801 +6	+0.2%	+$575	0.15%	157
2021 Q4	$366K	Sell	3,795 -429	-10%	-$41.8K	0.13%	164
2021 Q3	$391K	Hold	4,224	–	–	0.2%	134
2021 Q2	$382K	Sell	4,224 -623	-13%	-$56.3K	0.21%	133
2021 Q1	$410K	Sell	4,847 -82	-2%	-$6.54K	0.25%	102
2020 Q4	$359K	Buy	+4,929	New	+$325K	0.23%	100