Novare Capital Management’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	$2.53M	Sell	20,947 -717	-3%	-$91.4K	0.2%	80
2025 Q4	$2.89M	Sell	21,664 -593	-3%	-$77K	0.22%	76
2025 Q3	$2.92M	Sell	22,257 -65	-0.3%	-$8.42K	0.22%	76
2025 Q2	$2.84M	Sell	22,322 -95	-0.4%	-$11.3K	0.23%	80
2025 Q1	$2.68M	Sell	22,417 -101	-0.4%	-$12.3K	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%	-$153K	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%	-$71.5K	0.23%	83
2023 Q4	$2.38M	Sell	25,815 -743	-3%	-$62.4K	0.24%	82
2023 Q3	$2.13M	Sell	26,558 -1,725	-6%	-$144K	0.24%	84
2023 Q2	$2.3M	Sell	28,283 -922	-3%	-$72.4K	0.25%	86
2023 Q1	$2.27M	Sell	29,205 -790	-3%	-$66.8K	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%	+$782K	0.24%	81
2022 Q2	$1.23M	Buy	+15,900	New	+$1.34M	0.15%	92