Mather 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 | – | Sell |
-1,488
| Closed | -$178K | – | 1674 |
|
|
2025
Q1 | $178K | Hold |
1,488
| – | – | ﹤0.01% | 625 |
|
|
2024
Q4 | $176K | Sell |
1,488
-500
| -25% | -$59K | ﹤0.01% | 610 |
|
|
2024
Q3 | $219K | Sell |
1,988
-375
| -16% | -$41.2K | ﹤0.01% | 545 |
|
|
2024
Q2 | $242K | Buy |
2,363
+25
| +1% | +$2.56K | ﹤0.01% | 576 |
|
|
2024
Q1 | $216K | Sell |
2,338
-25
| -1% | -$2.31K | ﹤0.01% | 509 |
|
|
2023
Q4 | $218K | Buy |
+2,363
| New | +$218K | ﹤0.01% | 527 |
|
|
2023
Q3 | – | Sell |
-2,602
| Closed | -$211K | – | 623 |
|
|
2023
Q2 | $211K | Hold |
2,602
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $203K | Sell |
2,602
-492
| -16% | -$38.3K | ﹤0.01% | 496 |
|
|
2022
Q4 | $256K | Sell |
3,094
-659
| -18% | -$54.5K | ﹤0.01% | 418 |
|
|
2022
Q3 | $279K | Sell |
3,753
-574
| -13% | -$42.7K | 0.01% | 382 |
|
|
2022
Q2 | $334K | Sell |
4,327
-617
| -12% | -$47.6K | 0.01% | 291 |
|
|
2022
Q1 | $462K | Buy |
+4,944
| New | +$462K | 0.01% | 277 |
|