McKinley Carter Wealth Services’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 | $344K | Sell |
2,701
-14
| -0.5% | -$1.78K | 0.02% | 252 |
|
|
2025
Q1 | $324K | Buy |
2,715
+8
| +0.3% | +$956 | 0.02% | 251 |
|
|
2024
Q4 | $320K | Sell |
2,707
-447
| -14% | -$52.8K | 0.02% | 242 |
|
|
2024
Q3 | $347K | Buy |
3,154
+4
| +0.1% | +$440 | 0.02% | 244 |
|
|
2024
Q2 | $315K | Sell |
3,150
-427
| -12% | -$42.6K | 0.02% | 250 |
|
|
2024
Q1 | $366K | Buy |
3,577
+431
| +14% | +$44.1K | 0.02% | 237 |
|
|
2023
Q4 | $290K | Sell |
3,146
-109
| -3% | -$10.1K | 0.02% | 252 |
|
|
2023
Q3 | $261K | Buy |
3,255
+5
| +0.2% | +$402 | 0.02% | 254 |
|
|
2023
Q2 | $264K | Sell |
3,250
-143
| -4% | -$11.6K | 0.02% | 262 |
|
|
2023
Q1 | $264K | Buy |
3,393
+6
| +0.2% | +$467 | 0.02% | 259 |
|
|
2022
Q4 | $280K | Buy |
3,387
+15
| +0.4% | +$1.24K | 0.02% | 251 |
|
|
2022
Q3 | $251K | Sell |
3,372
-1,182
| -26% | -$88K | 0.02% | 247 |
|
|
2022
Q2 | $352K | Buy |
4,554
+2
| +0% | +$155 | 0.03% | 229 |
|
|
2022
Q1 | $425K | Buy |
4,552
+141
| +3% | +$13.2K | 0.03% | 214 |
|
|
2021
Q4 | $426K | Buy |
4,411
+3
| +0.1% | +$290 | 0.03% | 207 |
|
|
2021
Q3 | $408K | Hold |
4,408
| – | – | 0.03% | 207 |
|
|
2021
Q2 | $399K | Buy |
4,408
+4
| +0.1% | +$362 | 0.03% | 214 |
|
|
2021
Q1 | $372K | Buy |
4,404
+2
| +0% | +$169 | 0.03% | 216 |
|
|
2020
Q4 | $321K | Sell |
4,402
-176
| -4% | -$12.8K | 0.04% | 204 |
|
|
2020
Q3 | $268K | Buy |
4,578
+3
| +0.1% | +$176 | 0.06% | 123 |
|
|
2020
Q2 | $262K | Sell |
4,575
-15,568
| -77% | -$892K | 0.06% | 121 |
|
|
2020
Q1 | $1.02M | Buy |
20,143
+725
| +4% | +$36.8K | 0.31% | 65 |
|
|
2019
Q4 | $1.48M | Sell |
19,418
-775
| -4% | -$59.1K | 0.35% | 63 |
|
|
2019
Q3 | $1.41M | Sell |
20,193
-1,032
| -5% | -$72.2K | 0.36% | 62 |
|
|
2019
Q2 | $1.47M | Sell |
21,225
-290
| -1% | -$20K | 0.39% | 60 |
|
|
2019
Q1 | $1.39M | Buy |
21,515
+8
| +0% | +$516 | 0.39% | 61 |
|
|
2018
Q4 | $1.28M | Buy |
21,507
+14,687
| +215% | +$872K | 0.42% | 60 |
|
|
2018
Q3 | $473K | Sell |
6,820
-217
| -3% | -$15.1K | 0.14% | 103 |
|
|
2018
Q2 | $475K | Sell |
7,037
-199
| -3% | -$13.4K | 0.15% | 98 |
|
|
2018
Q1 | $503K | Sell |
7,236
-133
| -2% | -$9.25K | 0.16% | 95 |
|
|
2017
Q4 | $516K | Buy |
7,369
+275
| +4% | +$19.3K | 0.18% | 92 |
|
|
2017
Q3 | $464K | Sell |
7,094
-285
| -4% | -$18.6K | 0.18% | 89 |
|
|
2017
Q2 | $462K | Sell |
7,379
-187
| -2% | -$11.7K | 0.2% | 78 |
|
|
2017
Q1 | $458K | Buy |
7,566
+75
| +1% | +$4.54K | 0.21% | 78 |
|
|
2016
Q4 | $445K | Buy |
7,491
+701
| +10% | +$41.6K | 0.22% | 78 |
|
|
2016
Q3 | $335K | Buy |
6,790
+3
| +0% | +$148 | 0.17% | 86 |
|
|
2016
Q2 | $321K | Sell |
6,787
-717
| -10% | -$33.9K | 0.17% | 90 |
|
|
2016
Q1 | $348K | Buy |
7,504
+225
| +3% | +$10.4K | 0.19% | 90 |
|
|
2015
Q4 | $353K | Buy |
7,279
+2
| +0% | +$97 | 0.2% | 84 |
|
|
2015
Q3 | $337K | Sell |
7,277
-467
| -6% | -$21.6K | 0.21% | 83 |
|
|
2015
Q2 | $385K | Buy |
7,744
+80
| +1% | +$3.98K | 0.21% | 87 |
|
|
2015
Q1 | $378K | Sell |
7,664
-55
| -0.7% | -$2.71K | 0.24% | 80 |
|
|
2014
Q4 | $384K | Buy |
7,719
+520
| +7% | +$25.9K | 0.3% | 68 |
|
|
2014
Q3 | $334K | Hold |
7,199
| – | – | 0.32% | 64 |
|
|
2014
Q2 | $334K | Sell |
7,199
-518
| -7% | -$24K | 0.35% | 57 |
|
|
2014
Q1 | $351K | Sell |
7,717
-2,221
| -22% | -$101K | 0.38% | 58 |
|
|
2013
Q4 | $441K | Sell |
9,938
-926
| -9% | -$41.1K | 0.43% | 63 |
|
|
2013
Q3 | $443K | Sell |
10,864
-1,542
| -12% | -$62.9K | 0.52% | 43 |
|
|
2013
Q2 | $495K | Buy |
+12,406
| New | +$495K | 0.75% | 34 |
|