NRI Wealth 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 | $4.28M | Buy |
33,621
+2,839
| +9% | +$361K | 2.58% | 11 |
|
|
2025
Q1 | $3.68M | Buy |
30,782
+27,524
| +845% | +$3.29M | 2.72% | 9 |
|
|
2024
Q4 | $385K | Buy |
+3,258
| New | +$385K | 0.27% | 23 |
|
|
2024
Q2 | $347K | Sell |
3,478
-260
| -7% | -$26K | 0.27% | 23 |
|
|
2024
Q1 | $383K | Sell |
3,738
-832
| -18% | -$85.2K | 0.32% | 24 |
|
|
2023
Q4 | $422K | Buy |
+4,570
| New | +$422K | 0.42% | 22 |
|