Oxford Financial 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
Q1 | – | Sell |
-3
| Closed | -$354 | – | 298 |
|
|
2024
Q4 | $354 | Hold |
3
| – | – | ﹤0.01% | 300 |
|
|
2024
Q3 | $330 | Sell |
3
-33
| -92% | -$3.63K | ﹤0.01% | 295 |
|
|
2024
Q2 | $3.6K | Buy |
+36
| New | +$3.6K | ﹤0.01% | 318 |
|
|
2023
Q2 | – | Sell |
-55
| Closed | -$4.28K | – | 307 |
|
|
2023
Q1 | $4.28K | Sell |
55
-6
| -10% | -$467 | ﹤0.01% | 249 |
|
|
2022
Q4 | $5.07K | Hold |
61
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 228 |
|
|
2022
Q2 | $5K | Buy |
61
+56
| +1,120% | +$4.59K | ﹤0.01% | 251 |
|
|
2022
Q1 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 289 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 240 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 230 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 217 |
|
|
2018
Q3 | – | Sell |
-11,768
| Closed | -$794K | – | 37 |
|
|
2018
Q2 | $794K | Buy |
+11,768
| New | +$794K | 0.41% | 19 |
|