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
Q2
$205K Sell
2025
Q1
$219K Buy
2024
Q4
$216K Sell
2024
Q3
$228K Buy
2024
Q2
$207K Hold
2024
Q1
$205K Sell
2023
Q4
$355K Sell
2023
Q3
$311K Sell
2023
Q2
$340K Buy
2023
Q1
$249K Sell
2022
Q4
$283K Sell
2022
Q3
$263K Sell
2022
Q2
$335K Buy
2022
Q1
$341K Sell
2021
Q4
$414K Buy
2021
Q3
$222K Buy