MCM
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 |
|