PIA
Petredis Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
4,513
| – | – | 0.05% | 97 |
|
|
2025
Q1 | $539K | Hold |
4,513
| – | – | 0.06% | 95 |
|
|
2024
Q4 | $533K | Hold |
4,513
| – | – | 0.06% | 91 |
|
|
2024
Q3 | $496K | Hold |
4,513
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $451K | Hold |
4,513
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $462K | Hold |
4,513
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $416K | Hold |
4,513
| – | – | 0.05% | 94 |
|
|
2023
Q3 | $362K | Hold |
4,513
| – | – | 0.05% | 91 |
|
|
2023
Q2 | $367K | Sell |
4,513
-2,500
| -36% | -$203K | 0.05% | 91 |
|
|
2023
Q1 | $546K | Buy |
7,013
+2,500
| +55% | +$195K | 0.09% | 89 |
|
|
2022
Q4 | $373K | Buy |
+4,513
| New | +$373K | 0.07% | 89 |
|