Morris Financial Concepts’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 | $765K | Hold |
6,006
| – | – | 0.3% | 50 |
|
|
2025
Q1 | $718K | Hold |
6,006
| – | – | 0.3% | 54 |
|
|
2024
Q4 | $709K | Hold |
6,006
| – | – | 0.3% | 49 |
|
|
2024
Q3 | $660K | Buy |
6,006
+1,113
| +23% | +$122K | 0.28% | 51 |
|
|
2024
Q2 | $489K | Buy |
4,893
+315
| +7% | +$31.5K | 0.23% | 57 |
|
|
2024
Q1 | $469K | Hold |
4,578
| – | – | 0.24% | 59 |
|
|
2023
Q4 | $422K | Hold |
4,578
| – | – | 0.24% | 57 |
|
|
2023
Q3 | $368K | Hold |
4,578
| – | – | 0.24% | 56 |
|
|
2023
Q2 | $372K | Hold |
4,578
| – | – | 0.24% | 57 |
|
|
2023
Q1 | $357K | Hold |
4,578
| – | – | 0.25% | 54 |
|
|
2022
Q4 | $379K | Hold |
4,578
| – | – | 0.31% | 55 |
|
|
2022
Q3 | $341K | Hold |
4,578
| – | – | 0.35% | 46 |
|
|
2022
Q2 | $353K | Hold |
4,578
| – | – | 0.34% | 46 |
|
|
2022
Q1 | $428K | Buy |
4,578
+491
| +12% | +$45.9K | 0.36% | 43 |
|
|
2021
Q4 | $395K | Buy |
+4,087
| New | +$395K | 0.33% | 44 |
|