Newbridge Financial Services Group’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
2026 Q1	$13.9K	Hold	115	–	–	﹤0.01%	726
2025 Q4	$15.4K	Hold	115	–	–	﹤0.01%	704
2025 Q3	$15.1K	Hold	115	–	–	﹤0.01%	805
2025 Q2	$14.7K	Hold	115	–	–	﹤0.01%	796
2025 Q1	$13.8K	Hold	115	–	–	﹤0.01%	628
2024 Q4	$13.6K	Hold	115	–	–	﹤0.01%	679
2024 Q3	$12.7K	Hold	115	–	–	﹤0.01%	409
2024 Q2	$11.5K	Buy	+115	New	+$11.5K	﹤0.01%	680
2023 Q2	–	Sell	-197	Closed	-$15.3K	–	1451
2023 Q1	$15.3K	Buy	197 +27	+16%	+$2.28K	0.01%	800
2022 Q4	$14K	Buy	170 +3	+2%	+$248	0.01%	824
2022 Q3	$12K	Hold	167	–	–	0.01%	844
2022 Q2	$13K	Sell	167 -100	-37%	-$8.44K	0.01%	790
2022 Q1	$25K	Buy	267 +1	+0.4%	+$96	0.01%	663
2021 Q4	$26K	Buy	266 +2	+0.8%	+$195	0.01%	649
2021 Q3	$24K	Sell	264 -4,500	-94%	-$415K	0.02%	614
2021 Q2	$431K	Buy	4,764 +1	+0%	+$90	0.26%	89
2021 Q1	$403K	Sell	4,763 -100	-2%	-$7.97K	0.3%	78
2020 Q4	$354K	Buy	4,863 +201	+4%	+$13.3K	0.29%	79
2020 Q3	$273K	Buy	+4,662	New	+$277K	0.27%	82