Novare Capital Management’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 | $2.84M | Sell |
22,322
-95
| -0.4% | -$12.1K | 0.23% | 80 |
|
|
2025
Q1 | $2.68M | Sell |
22,417
-101
| -0.4% | -$12.1K | 0.23% | 80 |
|
|
2024
Q4 | $2.66M | Buy |
22,518
+43
| +0.2% | +$5.08K | 0.22% | 81 |
|
|
2024
Q3 | $2.47M | Sell |
22,475
-1,445
| -6% | -$159K | 0.21% | 82 |
|
|
2024
Q2 | $2.39M | Sell |
23,920
-1,150
| -5% | -$115K | 0.21% | 84 |
|
|
2024
Q1 | $2.57M | Sell |
25,070
-745
| -3% | -$76.3K | 0.23% | 83 |
|
|
2023
Q4 | $2.38M | Sell |
25,815
-743
| -3% | -$68.5K | 0.24% | 82 |
|
|
2023
Q3 | $2.13M | Sell |
26,558
-1,725
| -6% | -$139K | 0.24% | 84 |
|
|
2023
Q2 | $2.3M | Sell |
28,283
-922
| -3% | -$74.9K | 0.25% | 86 |
|
|
2023
Q1 | $2.27M | Sell |
29,205
-790
| -3% | -$61.5K | 0.26% | 85 |
|
|
2022
Q4 | $2.48M | Buy |
29,995
+4,475
| +18% | +$370K | 0.29% | 80 |
|
|
2022
Q3 | $1.9M | Buy |
25,520
+9,620
| +61% | +$716K | 0.24% | 81 |
|
|
2022
Q2 | $1.23M | Buy |
+15,900
| New | +$1.23M | 0.15% | 92 |
|