Oxford Financial 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
2026 Q1	$115K	Hold	950	–	–	0.01%	262
2025 Q4	$127K	Buy	+950	New	+$123K	0.01%	241
2025 Q1	–	Sell	-3	Closed	-$354	–	298
2024 Q4	$354	Hold	3	–	–	﹤0.01%	300
2024 Q3	$330	Sell	3 -33	-92%	-$3.5K	﹤0.01%	295
2024 Q2	$3.6K	Buy	+36	New	+$3.59K	﹤0.01%	318
2023 Q2	–	Sell	-55	Closed	-$4.28K	–	307
2023 Q1	$4.28K	Sell	55 -6	-10%	-$508	﹤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%	+$4.73K	﹤0.01%	251
2022 Q1	$0	Buy	5 +1	+25%	+$96	﹤0.01%	290
2021 Q4	$0	Hold	4	–	–	﹤0.01%	285
2021 Q3	$0	Hold	4	–	–	﹤0.01%	253
2021 Q2	$0	Buy	4 +1	+33%	+$90	﹤0.01%	243
2021 Q1	$0	Hold	3	–	–	﹤0.01%	233
2020 Q4	$0	Buy	+3	New	+$198	﹤0.01%	220
2018 Q3	–	Sell	-11,768	Closed	-$794K	–	37
2018 Q2	$794K	Buy	+11,768	New	+$822K	0.41%	19