Modern 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 | $398K | Sell |
3,128
-665
| -18% | -$84.6K | 0.01% | 526 |
|
|
2025
Q1 | $453K | Buy |
3,793
+455
| +14% | +$54.4K | 0.01% | 440 |
|
|
2024
Q4 | $394K | Buy |
3,338
+228
| +7% | +$26.9K | 0.01% | 401 |
|
|
2024
Q3 | $342K | Buy |
3,110
+154
| +5% | +$16.9K | 0.02% | 318 |
|
|
2024
Q2 | $295K | Buy |
2,956
+58
| +2% | +$5.79K | 0.02% | 314 |
|
|
2024
Q1 | $297K | Buy |
+2,898
| New | +$297K | 0.03% | 240 |
|