Mission Wealth Management’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 | $1.46M | Buy |
11,466
+1,184
| +12% | +$151K | 0.03% | 242 |
|
|
2025
Q1 | $1.23M | Buy |
10,282
+409
| +4% | +$48.9K | 0.03% | 252 |
|
|
2024
Q4 | $1.17M | Buy |
9,873
+22
| +0.2% | +$2.6K | 0.03% | 239 |
|
|
2024
Q3 | $1.08M | Sell |
9,851
-258
| -3% | -$28.4K | 0.03% | 266 |
|
|
2024
Q2 | $1.01M | Sell |
10,109
-460
| -4% | -$45.9K | 0.03% | 253 |
|
|
2024
Q1 | $1.08M | Sell |
10,569
-146
| -1% | -$15K | 0.03% | 261 |
|
|
2023
Q4 | $989K | Buy |
10,715
+288
| +3% | +$26.6K | 0.03% | 232 |
|
|
2023
Q3 | $837K | Sell |
10,427
-362
| -3% | -$29.1K | 0.03% | 238 |
|
|
2023
Q2 | $876K | Sell |
10,789
-3,071
| -22% | -$249K | 0.03% | 241 |
|
|
2023
Q1 | $1.08M | Buy |
13,860
+2,717
| +24% | +$212K | 0.05% | 195 |
|
|
2022
Q4 | $922K | Buy |
11,143
+1,341
| +14% | +$111K | 0.04% | 208 |
|
|
2022
Q3 | $730K | Sell |
9,802
-885
| -8% | -$65.9K | 0.04% | 230 |
|
|
2022
Q2 | $825K | Sell |
10,687
-1,058
| -9% | -$81.7K | 0.04% | 212 |
|
|
2022
Q1 | $1.1M | Buy |
11,745
+1,199
| +11% | +$112K | 0.05% | 178 |
|
|
2021
Q4 | $1.02M | Sell |
10,546
-642
| -6% | -$62K | 0.05% | 185 |
|
|
2021
Q3 | $1.04M | Hold |
11,188
| – | – | 0.05% | 164 |
|
|
2021
Q2 | $1.01M | Buy |
11,188
+1,912
| +21% | +$173K | 0.05% | 163 |
|
|
2021
Q1 | $784K | Buy |
9,276
+2,645
| +40% | +$224K | 0.05% | 176 |
|
|
2020
Q4 | $483K | Buy |
+6,631
| New | +$483K | 0.03% | 248 |
|
|
2020
Q1 | – | Sell |
-3,560
| Closed | -$272K | – | 349 |
|
|
2019
Q4 | $272K | Buy |
3,560
+417
| +13% | +$31.9K | 0.03% | 271 |
|
|
2019
Q3 | $220K | Hold |
3,143
| – | – | 0.02% | 293 |
|
|
2019
Q2 | $217K | Buy |
+3,143
| New | +$217K | 0.02% | 293 |
|
|
2018
Q4 | – | Sell |
-3,374
| Closed | -$234K | – | 296 |
|
|
2018
Q3 | $234K | Hold |
3,374
| – | – | 0.03% | 246 |
|
|
2018
Q2 | $228K | Buy |
+3,374
| New | +$228K | 0.03% | 232 |
|