Novak & Powell Financial Services’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 | $493K | Sell |
3,870
-10,091
| -72% | -$1.28M | 0.34% | 70 |
|
|
2025
Q1 | $1.67M | Buy |
13,961
+9,614
| +221% | +$1.15M | 1.04% | 22 |
|
|
2024
Q4 | $513K | Sell |
4,347
-10,584
| -71% | -$1.25M | 0.31% | 73 |
|
|
2024
Q3 | $1.64M | Sell |
14,931
-69
| -0.5% | -$7.58K | 0.95% | 29 |
|
|
2024
Q2 | $1.5M | Sell |
15,000
-102
| -0.7% | -$10.2K | 0.93% | 30 |
|
|
2024
Q1 | $460K | Buy |
15,102
+77
| +0.5% | +$2.35K | 0.34% | 72 |
|
|
2023
Q4 | $1.39M | Buy |
+15,025
| New | +$1.39M | 0.93% | 31 |
|