Onyx Bridge Wealth Group’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 Q4	–	Sell	-1,570	Closed	-$206K	–	388
2025 Q3	$206K	Sell	1,570 -38	-2%	-$4.92K	0.02%	339
2025 Q2	$205K	Sell	1,608 -228	-12%	-$27.2K	0.03%	285
2025 Q1	$219K	Buy	1,836 +3	+0.2%	+$366	0.03%	254
2024 Q4	$216K	Sell	1,833 -242	-12%	-$28.6K	0.03%	247
2024 Q3	$228K	Buy	2,075 +4	+0.2%	+$424	0.03%	244
2024 Q2	$207K	Hold	2,071	–	–	0.03%	246
2024 Q1	$205K	Sell	2,071 -1,771	-46%	-$170K	0.04%	234
2023 Q4	$355K	Sell	3,842 -31	-0.8%	-$2.6K	0.07%	170
2023 Q3	$311K	Sell	3,873 -316	-8%	-$26.4K	0.07%	172
2023 Q2	$340K	Buy	4,189 +992	+31%	+$77.9K	0.08%	162
2023 Q1	$249K	Sell	3,197 -107	-3%	-$9.05K	0.1%	144
2022 Q4	$283K	Sell	3,304 -218	-6%	-$18K	0.12%	127
2022 Q3	$263K	Sell	3,522 -650	-16%	-$52.9K	0.12%	120
2022 Q2	$335K	Buy	4,172 +195	+5%	+$16.5K	0.15%	93
2022 Q1	$341K	Sell	3,977 -266	-6%	-$25.5K	0.13%	88
2021 Q4	$414K	Buy	4,243 +1,971	+87%	+$192K	0.14%	88
2021 Q3	$222K	Buy	+2,272	New	+$210K	0.08%	135