PDS Planning’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 | $307K | Buy |
2,412
+42
| +2% | +$5.35K | 0.02% | 343 |
|
|
2025
Q1 | $283K | Buy |
2,370
+30
| +1% | +$3.58K | 0.02% | 342 |
|
|
2024
Q4 | $276K | Sell |
2,340
-109
| -4% | -$12.9K | 0.02% | 314 |
|
|
2024
Q3 | $269K | Sell |
2,449
-12
| -0.5% | -$1.32K | 0.02% | 327 |
|
|
2024
Q2 | $246K | Buy |
+2,461
| New | +$246K | 0.02% | 310 |
|
|
2022
Q2 | – | Sell |
-2,257
| Closed | -$211K | – | 248 |
|
|
2022
Q1 | $211K | Buy |
+2,257
| New | +$211K | 0.04% | 202 |
|