Moneta Group Investment Advisors’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 | $2.27M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $411K | Buy |
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