OneDigital Investment Advisors’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 | $540K | Buy |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $818K | Buy |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $880K | Buy |
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|
2023
Q2 | $870K | Buy |
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|
2023
Q1 | $756K | Sell |
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $669K | Buy |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $8K | Buy |
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