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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $837K | Sell |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $922K | Buy |
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|
2022
Q3 | $730K | Sell |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $228K | Buy |
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