Partners Capital Investment 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
Q2 | $239K | Hold |
1,877
| – | – | 0.01% | 152 |
|
|
2025
Q1 | $224K | Buy |
+1,877
| New | +$224K | ﹤0.01% | 178 |
|
|
2024
Q4 | – | Sell |
-1,877
| Closed | -$206K | – | 165 |
|
|
2024
Q3 | $206K | Buy |
+1,877
| New | +$206K | ﹤0.01% | 169 |
|
|
2021
Q1 | – | Sell |
-28,863
| Closed | -$2.1M | – | 156 |
|
|
2020
Q4 | $2.1M | Buy |
28,863
+192
| +0.7% | +$14K | 0.12% | 91 |
|
|
2020
Q3 | $1.68M | Buy |
+28,671
| New | +$1.68M | 0.1% | 89 |
|