O'Shaughnessy Asset Management’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 | $2.05M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $85.1K | Sell |
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|
2023
Q1 | $88.1K | Hold |
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|
2022
Q4 | $93.6K | Sell |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | $9K | Buy |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $1K | Buy |
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