N.E.W. Advisory Services’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
Q2 | $578K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $487K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $287K | Buy |
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|
2019
Q4 | $290K | Buy |
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