Optimist Retirement Group’s Vanguard Financials ETF VFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Sell	1,644 -342	-17%	-$43.5K	0.1%	110
2025 Q1	$237K	Sell	1,986 -11	-0.6%	-$1.31K	0.12%	94
2024 Q4	$236K	Buy	1,997 +10	+0.5%	+$1.18K	0.11%	101
2024 Q3	$218K	Buy	+1,987	New	+$218K	0.1%	117