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 |
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|
2025
Q4 | $376K | Buy |
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|
2025
Q3 | $369K | Buy |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $382K | Sell |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $359K | Buy |
|