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