Panoramic Investment Advisors’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 | $485K | Sell |
3,813
-616
| -14% | -$78.4K | 0.3% | 66 |
|
|
2025
Q1 | $529K | Buy |
4,429
+108
| +2% | +$12.9K | 0.36% | 63 |
|
|
2024
Q4 | $510K | Buy |
4,321
+428
| +11% | +$50.5K | 0.33% | 65 |
|
|
2024
Q3 | $428K | Buy |
+3,893
| New | +$428K | 0.3% | 73 |
|
|
2024
Q1 | $392K | Buy |
3,830
+115
| +3% | +$11.8K | 0.29% | 70 |
|
|
2023
Q4 | $343K | Sell |
3,715
-77
| -2% | -$7.1K | 0.3% | 68 |
|
|
2023
Q3 | $305K | Buy |
+3,792
| New | +$305K | 0.28% | 72 |
|
|
2022
Q4 | $344K | Buy |
+4,160
| New | +$344K | 0.35% | 63 |
|