Pine Valley Investments’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,725
Closed -$204K 589
2024
Q4
$204K Sell
1,725
-3,325
-66% -$393K 0.01% 492
2024
Q3
$555K Sell
5,050
-163
-3% -$17.3K 0.03% 308
2024
Q2
$521K Sell
5,213
-1,490
-22% -$149K 0.03% 302
2024
Q1
$686K Sell
6,703
-990
-13% -$95K 0.05% 264
2023
Q4
$710K Sell
7,693
-6,929
-47% -$582K 0.05% 254
2023
Q3
$1.18M Buy
+14,622
New +$1.22M 0.11% 189

Other funds holding VFH

Pine Valley Investments's VFH Position: Q1 2025 in Review

Pine Valley Investments sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 1,725 shares — an estimated $204K sold.

Pine Valley Investments first reported a position in VFH in Q3 2023 and held it in 6 quarters. The position peaked at $1.18M in Q3 2023. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Pine Valley Investments reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Pine Valley Investments sold 1,725 Vanguard Financials ETF shares in Q1 2025, an estimated $204K.
  • Pine Valley Investments first reported a position in Vanguard Financials ETF in Q3 2023 and held it in 6 quarters.
  • Pine Valley Investments's Vanguard Financials ETF position peaked at $1.18M in Q3 2023.
  • 700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Pine Valley Investments's 13F filing for Q1 2025, filed 17 Feb 2026.