NEWAS
N.E.W. Advisory Services’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
4,537
+48
| +1% | +$6.11K | 0.06% | 105 |
|
|
2025
Q1 | $536K | Buy |
4,489
+25
| +0.6% | +$2.99K | 0.04% | 122 |
|
|
2024
Q4 | $527K | Buy |
4,464
+34
| +0.8% | +$4.01K | 0.05% | 111 |
|
|
2024
Q3 | $487K | Hold |
4,430
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $442K | Hold |
4,430
| – | – | 0.05% | 110 |
|
|
2024
Q1 | $454K | Buy |
4,430
+1,306
| +42% | +$134K | 0.05% | 108 |
|
|
2023
Q4 | $288K | Hold |
3,124
| – | – | 0.03% | 133 |
|
|
2023
Q3 | $251K | Hold |
3,124
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $254K | Hold |
3,124
| – | – | 0.04% | 118 |
|
|
2023
Q1 | $243K | Buy |
3,124
+64
| +2% | +$4.99K | 0.04% | 118 |
|
|
2022
Q4 | $253K | Hold |
3,060
| – | – | 0.04% | 112 |
|
|
2022
Q3 | $228K | Hold |
3,060
| – | – | 0.04% | 119 |
|
|
2022
Q2 | $236K | Sell |
3,060
-652
| -18% | -$50.3K | 0.04% | 117 |
|
|
2022
Q1 | $313K | Buy |
3,712
+652
| +21% | +$55K | 0.06% | 102 |
|
|
2021
Q4 | $296K | Hold |
3,060
| – | – | 0.04% | 115 |
|
|
2021
Q3 | $284K | Sell |
3,060
-450
| -13% | -$41.8K | 0.05% | 110 |
|
|
2021
Q2 | $318K | Sell |
3,510
-202
| -5% | -$18.3K | 0.05% | 103 |
|
|
2021
Q1 | $317K | Hold |
3,712
| – | – | 0.06% | 103 |
|
|
2020
Q4 | $270K | Sell |
3,712
-1,301
| -26% | -$94.6K | 0.06% | 112 |
|
|
2020
Q3 | $294K | Hold |
5,013
| – | – | 0.08% | 78 |
|
|
2020
Q2 | $287K | Buy |
+5,013
| New | +$287K | 0.09% | 73 |
|
|
2019
Q4 | $290K | Buy |
+3,812
| New | +$290K | 0.09% | 71 |
|