OHWA
Oak Hill Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Hold |
2,852
| – | – | 0.08% | 111 |
|
|
2025
Q1 | $341K | Hold |
2,852
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $337K | Buy |
+2,852
| New | +$337K | 0.08% | 99 |
|
|
2024
Q3 | – | Sell |
-4,552
| Closed | -$455K | – | 97 |
|
|
2024
Q2 | $455K | Buy |
+4,552
| New | +$455K | 0.14% | 70 |
|
|
2024
Q1 | – | Sell |
-4,852
| Closed | -$448K | – | 91 |
|
|
2023
Q4 | $448K | Hold |
4,852
| – | – | 0.15% | 66 |
|
|
2023
Q3 | $390K | Sell |
4,852
-500
| -9% | -$40.2K | 0.15% | 71 |
|
|
2023
Q2 | $435K | Sell |
5,352
-264
| -5% | -$21.4K | 0.16% | 65 |
|
|
2023
Q1 | $437K | Sell |
5,616
-182
| -3% | -$14.2K | 0.17% | 68 |
|
|
2022
Q4 | $480K | Buy |
+5,798
| New | +$480K | 0.2% | 68 |
|