McClarren Financial Advisors’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 |
-740
| Closed | -$88K | – | 289 |
|
|
2025
Q1 | $88K | Buy |
740
+23
| +3% | +$2.74K | 0.06% | 112 |
|
|
2024
Q4 | $84K | Buy |
717
+8
| +1% | +$937 | 0.24% | 60 |
|
|
2024
Q3 | $77 | Buy |
709
+510
| +256% | +$55 | 0.01% | 105 |
|
|
2024
Q2 | $70K | Sell |
199
-508
| -72% | -$179K | 0.05% | 125 |
|
|
2024
Q1 | $73K | Buy |
707
+3
| +0.4% | +$310 | 0.05% | 120 |
|
|
2023
Q4 | $65K | Buy |
704
+9
| +1% | +$831 | 0.05% | 134 |
|
|
2023
Q3 | $55K | Sell |
695
-391
| -36% | -$30.9K | 0.05% | 135 |
|
|
2023
Q2 | $88K | Buy |
1,086
+790
| +267% | +$64K | 0.07% | 116 |
|
|
2023
Q1 | $23K | Buy |
296
+2
| +0.7% | +$155 | 0.02% | 199 |
|
|
2022
Q4 | $24K | Buy |
294
+4
| +1% | +$327 | 0.02% | 201 |
|
|
2022
Q3 | $21K | Buy |
+290
| New | +$21K | 0.02% | 196 |
|