NFP Retirement Inc’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 | $850K | Buy |
6,674
+116
| +2% | +$14.8K | 0.06% | 150 |
|
|
2025
Q1 | $783K | Buy |
6,558
+1
| +0% | +$119 | 0.06% | 139 |
|
|
2024
Q4 | $774K | Sell |
6,557
-432
| -6% | -$51K | 0.06% | 144 |
|
|
2024
Q3 | $768K | Sell |
6,989
-177
| -2% | -$19.5K | 0.06% | 141 |
|
|
2024
Q2 | $716K | Buy |
7,166
+79
| +1% | +$7.89K | 0.06% | 146 |
|
|
2024
Q1 | $726K | Sell |
7,087
-185
| -3% | -$18.9K | 0.06% | 142 |
|
|
2023
Q4 | $671K | Sell |
7,272
-62
| -0.8% | -$5.72K | 0.11% | 124 |
|
|
2023
Q3 | $589K | Sell |
7,334
-272
| -4% | -$21.8K | 0.11% | 133 |
|
|
2023
Q2 | $618K | Sell |
7,606
-498
| -6% | -$40.5K | 0.12% | 133 |
|
|
2023
Q1 | $631K | Buy |
8,104
+926
| +13% | +$72.1K | 0.13% | 134 |
|
|
2022
Q4 | $594K | Buy |
7,178
+86
| +1% | +$7.11K | 0.13% | 129 |
|
|
2022
Q3 | $528K | Sell |
7,092
-177
| -2% | -$13.2K | 0.13% | 135 |
|
|
2022
Q2 | $561K | Buy |
7,269
+315
| +5% | +$24.3K | 0.14% | 123 |
|
|
2022
Q1 | $649K | Buy |
6,954
+1,397
| +25% | +$130K | 0.15% | 108 |
|
|
2021
Q4 | $537K | Buy |
5,557
+1,595
| +40% | +$154K | 0.19% | 83 |
|
|
2021
Q3 | $367K | Buy |
3,962
+116
| +3% | +$10.7K | 0.15% | 97 |
|
|
2021
Q2 | $348K | Sell |
3,846
-48
| -1% | -$4.34K | 0.13% | 100 |
|
|
2021
Q1 | $329K | Buy |
3,894
+334
| +9% | +$28.2K | 0.14% | 98 |
|
|
2020
Q4 | $259K | Sell |
3,560
-117
| -3% | -$8.52K | 0.16% | 102 |
|
|
2020
Q3 | $215K | Sell |
3,677
-86
| -2% | -$5.03K | 0.14% | 102 |
|
|
2020
Q2 | $215K | Buy |
+3,763
| New | +$215K | 0.16% | 95 |
|
|
2020
Q1 | – | Sell |
-2,833
| Closed | -$216K | – | 93 |
|
|
2019
Q4 | $216K | Buy |
+2,833
| New | +$216K | 0.2% | 84 |
|