MCM
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MontVue Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.4M Hold
18,889
1.71% 12
2025
Q1
$2.26M Sell
18,889
-30
-0.2% -$3.58K 1.81% 12
2024
Q4
$2.23M Hold
18,919
1.7% 12
2024
Q3
$2.08M Sell
18,919
-213
-1% -$23.4K 1.6% 12
2024
Q2
$1.91M Buy
19,132
+3,384
+21% +$338K 1.52% 15
2024
Q1
$1.61M Buy
15,748
+3,222
+26% +$330K 1.43% 16
2023
Q4
$1.16M Buy
+12,526
New +$1.16M 1.11% 17