Morris Financial Concepts’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
Q3 | $788K | Hold |
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|
2025
Q2 | $765K | Hold |
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|
2025
Q1 | $718K | Hold |
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|
2024
Q4 | $709K | Hold |
|
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|
2024
Q3 | $660K | Buy |
|
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|
2024
Q2 | $489K | Buy |
|
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $372K | Hold |
|
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|
2023
Q1 | $357K | Hold |
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|
2022
Q4 | $379K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $395K | Buy |
|