Marshall Financial Group (Maryland)’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 | $360K | Buy |
2,803
+7
| +0.3% | +$899 | 0.07% | 199 |
|
|
2025
Q1 | $334K | Sell |
2,796
-22
| -0.8% | -$2.63K | 0.07% | 186 |
|
|
2024
Q4 | $333K | Sell |
2,818
-50
| -2% | -$5.9K | 0.08% | 172 |
|
|
2024
Q3 | $315K | Sell |
2,868
-437
| -13% | -$48K | 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% | +$819 | 0.1% | 137 |
|
|
2023
Q4 | $315K | Buy |
3,410
+25
| +0.7% | +$2.31K | 0.1% | 147 |
|
|
2023
Q3 | $272K | Sell |
3,385
-314
| -8% | -$25.2K | 0.1% | 147 |
|
|
2023
Q2 | $301K | Hold |
3,699
| – | – | 0.1% | 145 |
|
|
2023
Q1 | $288K | Sell |
3,699
-85
| -2% | -$6.62K | 0.1% | 150 |
|
|
2022
Q4 | $313K | Sell |
3,784
-203
| -5% | -$16.8K | 0.12% | 138 |
|
|
2022
Q3 | $297K | Sell |
3,987
-353
| -8% | -$26.3K | 0.13% | 146 |
|
|
2022
Q2 | $335K | Buy |
4,340
+539
| +14% | +$41.6K | 0.13% | 147 |
|
|
2022
Q1 | $355K | Buy |
3,801
+6
| +0.2% | +$560 | 0.15% | 157 |
|
|
2021
Q4 | $366K | Sell |
3,795
-429
| -10% | -$41.4K | 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% | -$6.94K | 0.25% | 102 |
|
|
2020
Q4 | $359K | Buy |
+4,929
| New | +$359K | 0.23% | 100 |
|