One Charles Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $547K | Buy |
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