Moneta Group Investment Advisors’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 | $2.27M | Buy |
17,821
+309
| +2% | +$39.3K | 0.03% | 217 |
|
|
2025
Q1 | $2.09M | Buy |
17,512
+1,862
| +12% | +$222K | 0.03% | 206 |
|
|
2024
Q4 | $1.85M | Sell |
15,650
-791
| -5% | -$93.4K | 0.03% | 217 |
|
|
2024
Q3 | $1.81M | Buy |
16,441
+1,615
| +11% | +$178K | 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% | +$853K | 0.02% | 223 |
|
|
2023
Q4 | $543K | Sell |
5,889
-57
| -1% | -$5.26K | 0.01% | 330 |
|
|
2023
Q3 | $478K | Sell |
5,946
-149
| -2% | -$12K | 0.01% | 327 |
|
|
2023
Q2 | $495K | Sell |
6,095
-686
| -10% | -$55.7K | 0.01% | 326 |
|
|
2023
Q1 | $528K | Buy |
6,781
+590
| +10% | +$46K | 0.01% | 315 |
|
|
2022
Q4 | $552K | Buy |
+6,191
| New | +$552K | 0.02% | 279 |
|
|
2022
Q3 | – | Sell |
-3,226
| Closed | -$249K | – | 466 |
|
|
2022
Q2 | $249K | Buy |
3,226
+892
| +38% | +$68.8K | 0.01% | 412 |
|
|
2022
Q1 | $218K | Sell |
2,334
-6
| -0.3% | -$560 | 0.01% | 411 |
|
|
2021
Q4 | $226K | Sell |
2,340
-2
| -0.1% | -$193 | 0.01% | 436 |
|
|
2021
Q3 | $217K | Buy |
+2,342
| New | +$217K | 0.01% | 422 |
|
|
2018
Q4 | – | Sell |
-5,923
| Closed | -$411K | – | 246 |
|
|
2018
Q3 | $411K | Buy |
+5,923
| New | +$411K | 0.04% | 155 |
|