Mosaic Financial Group’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 | $587K | Buy |
4,615
+4
| +0.1% | +$509 | 0.45% | 51 |
|
2025
Q1 | $551K | Buy |
4,611
+4
| +0.1% | +$478 | 0.45% | 50 |
|
2024
Q4 | $544K | Buy |
4,607
+10
| +0.2% | +$1.18K | 0.39% | 55 |
|
2024
Q3 | $505K | Sell |
4,597
-2,373
| -34% | -$261K | 0.36% | 60 |
|
2024
Q2 | $696K | Hold |
6,970
| – | – | 0.5% | 47 |
|
2024
Q1 | $714K | Buy |
+6,970
| New | +$714K | 0.57% | 42 |
|