Merit Financial Group’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	$5.57M	Buy	46,101 +568	+1%	+$72.4K	0.04%	358
2025 Q4	$6.08M	Buy	45,533 +346	+0.8%	+$44.9K	0.05%	309
2025 Q3	$5.93M	Sell	45,187 -208	-0.5%	-$26.9K	0.05%	278
2025 Q2	$5.78M	Buy	45,395 +786	+2%	+$93.7K	0.06%	237
2025 Q1	$5.33M	Buy	44,609 +708	+2%	+$86.3K	0.08%	209
2024 Q4	$5.18M	Buy	43,901 +178	+0.4%	+$21.1K	0.09%	177
2024 Q3	$4.81M	Buy	43,723 +282	+0.6%	+$29.9K	0.11%	149
2024 Q2	$4.34M	Buy	43,441 +78	+0.2%	+$7.79K	0.1%	163
2024 Q1	$4.28M	Buy	+43,363	New	+$4.16M	0.1%	157
2023 Q4	–	Sell	-42,825	Closed	-$3.44M	–	830
2023 Q3	$3.44M	Buy	42,825 +86	+0.2%	+$7.19K	0.11%	139
2023 Q2	$3.47M	Hold	42,739	–	–	0.11%	138
2023 Q1	$3.33M	Buy	42,739 +3,671	+9%	+$311K	0.12%	126
2022 Q4	$3.23M	Buy	39,068 +11	+0%	+$909	0.12%	132
2022 Q3	$2.91M	Sell	39,057 -37,633	-49%	-$3.06M	0.13%	114
2022 Q2	$5.92M	Buy	+76,690	New	+$6.48M	0.19%	80
2019 Q1	–	Sell	-6,181	Closed	-$366K	–	131
2018 Q4	$366K	Sell	6,181 -40	-0.6%	-$2.6K	0.06%	69
2018 Q3	$431K	Sell	6,221 -2,257	-27%	-$160K	0.07%	62
2018 Q2	$571K	Buy	8,478 +149	+2%	+$10.4K	0.1%	42
2018 Q1	$578K	Sell	8,329 -6,398	-43%	-$461K	0.11%	39
2017 Q4	$1.03M	Buy	+14,727	New	+$998K	0.22%	22