Montag & Associates’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 | $475K | Hold |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $30.8K | Sell |
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|
2023
Q3 | $35.1K | Sell |
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|
2023
Q2 | $52.9K | Sell |
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|
2023
Q1 | $115K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $175K | Hold |
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|
2022
Q2 | $181K | Sell |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $36K | Buy |
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