Panoramic Investment Advisors’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
Q3
$502K Buy
2025
Q2
$485K Sell
2025
Q1
$529K Buy
2024
Q4
$510K Buy
2024
Q3
$428K Buy
2024
Q1
$392K Buy
2023
Q4
$343K Sell
2023
Q3
$305K Buy
2022
Q4
$344K Buy