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
2026 Q1	$2.17M	Sell	17,971 -514	-3%	-$65.5K	0.02%	259
2025 Q4	$2.47M	Buy	18,485 +1,149	+7%	+$149K	0.02%	248
2025 Q3	$2.28M	Sell	17,336 -485	-3%	-$62.8K	0.02%	253
2025 Q2	$2.27M	Buy	17,821 +309	+2%	+$36.8K	0.03%	217
2025 Q1	$2.09M	Buy	17,512 +1,862	+12%	+$227K	0.03%	206
2024 Q4	$1.85M	Sell	15,650 -791	-5%	-$93.5K	0.03%	217
2024 Q3	$1.81M	Buy	16,441 +1,615	+11%	+$171K	0.03%	206
2024 Q2	$1.48M	Buy	14,826 +602	+4%	+$60.1K	0.02%	223
2024 Q1	$1.46M	Buy	14,224 +8,335	+142%	+$800K	0.02%	223
2023 Q4	$543K	Sell	5,889 -57	-1%	-$4.79K	0.01%	330
2023 Q3	$478K	Sell	5,946 -149	-2%	-$12.5K	0.01%	327
2023 Q2	$495K	Sell	6,095 -686	-10%	-$53.8K	0.01%	326
2023 Q1	$528K	Buy	6,781 +590	+10%	+$49.9K	0.01%	315
2022 Q4	$552K	Buy	+6,191	New	+$512K	0.02%	279
2022 Q3	–	Sell	-3,226	Closed	-$249K	–	466
2022 Q2	$249K	Buy	3,226 +892	+38%	+$75.3K	0.01%	412
2022 Q1	$218K	Sell	2,334 -6	-0.3%	-$575	0.01%	411
2021 Q4	$226K	Sell	2,340 -2	-0.1%	-$195	0.01%	436
2021 Q3	$217K	Buy	+2,342	New	+$216K	0.01%	422
2018 Q4	–	Sell	-5,923	Closed	-$411K	–	248
2018 Q3	$411K	Buy	+5,923	New	+$419K	0.04%	156