Mission Wealth Management’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	$1.31M	Buy	10,855 +114	+1%	+$14.5K	0.03%	280
2025 Q4	$1.43M	Sell	10,741 -2,987	-22%	-$388K	0.03%	270
2025 Q3	$1.8M	Buy	13,728 +2,262	+20%	+$293K	0.04%	231
2025 Q2	$1.46M	Buy	11,466 +1,184	+12%	+$141K	0.03%	250
2025 Q1	$1.23M	Buy	10,282 +409	+4%	+$49.8K	0.03%	263
2024 Q4	$1.17M	Buy	9,873 +22	+0.2%	+$2.6K	0.03%	252
2024 Q3	$1.08M	Sell	9,851 -258	-3%	-$27.3K	0.03%	277
2024 Q2	$1.01M	Sell	10,109 -460	-4%	-$45.9K	0.03%	266
2024 Q1	$1.08M	Sell	10,569 -146	-1%	-$14K	0.03%	275
2023 Q4	$989K	Buy	10,715 +288	+3%	+$24.2K	0.03%	238
2023 Q3	$837K	Sell	10,427 -362	-3%	-$30.3K	0.03%	248
2023 Q2	$876K	Sell	10,789 -3,071	-22%	-$241K	0.03%	248
2023 Q1	$1.08M	Buy	13,860 +2,717	+24%	+$230K	0.05%	205
2022 Q4	$922K	Buy	11,143 +1,341	+14%	+$111K	0.04%	217
2022 Q3	$730K	Sell	9,802 -885	-8%	-$72K	0.04%	240
2022 Q2	$825K	Sell	10,687 -1,058	-9%	-$89.3K	0.04%	222
2022 Q1	$1.1M	Buy	11,745 +1,199	+11%	+$115K	0.05%	188
2021 Q4	$1.02M	Sell	10,546 -642	-6%	-$62.6K	0.05%	195
2021 Q3	$1.04M	Hold	11,188	–	–	0.05%	173
2021 Q2	$1.01M	Buy	11,188 +1,912	+21%	+$173K	0.05%	167
2021 Q1	$784K	Buy	9,276 +2,645	+40%	+$211K	0.05%	176
2020 Q4	$483K	Buy	+6,631	New	+$438K	0.03%	249
2020 Q1	–	Sell	-3,560	Closed	-$272K	–	349
2019 Q4	$272K	Buy	3,560 +417	+13%	+$30.4K	0.03%	271
2019 Q3	$220K	Hold	3,143	–	–	0.02%	293
2019 Q2	$217K	Buy	+3,143	New	+$213K	0.02%	293
2018 Q4	–	Sell	-3,374	Closed	-$234K	–	300
2018 Q3	$234K	Hold	3,374	–	–	0.03%	246
2018 Q2	$228K	Buy	+3,374	New	+$236K	0.03%	232