Perennial 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	$203K	Buy	+1,596	New	+$203K	0.02%	436
2025 Q1	–	Sell	-1,777	Closed	-$210K	–	449
2024 Q4	$210K	Sell	1,777 -66	-4%	-$7.79K	0.02%	374
2024 Q3	$203K	Sell	1,843 -1,149	-38%	-$126K	0.03%	364
2024 Q2	$299K	Buy	+2,992	New	+$299K	0.04%	277