Plante Moran Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Plante Moran Financial Advisors’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37.2K	Hold	292	–	–	﹤0.01%	382
2025 Q1	$34.9K	Hold	292	–	–	﹤0.01%	394
2024 Q4	$34.5K	Hold	292	–	–	﹤0.01%	408
2024 Q3	$32.1K	Sell	292 -184	-39%	-$20.2K	﹤0.01%	456
2024 Q2	$47.5K	Hold	476	–	–	﹤0.01%	346
2024 Q1	$48.7K	Hold	476	–	–	0.01%	342
2023 Q4	$43.9K	Hold	476	–	–	﹤0.01%	333
2023 Q3	$38.2K	Hold	476	–	–	﹤0.01%	328
2023 Q2	$38.7K	Hold	476	–	–	﹤0.01%	334
2023 Q1	$37.1K	Hold	476	–	–	0.01%	334
2022 Q4	$39.4K	Sell	476 -186	-28%	-$15.4K	0.01%	343
2022 Q3	$49K	Sell	662 -200	-23%	-$14.8K	0.01%	312
2022 Q2	$67K	Sell	862 -620	-42%	-$48.2K	0.01%	276
2022 Q1	$138K	Buy	1,482 +620	+72%	+$57.7K	0.03%	199
2021 Q4	$83K	Hold	862	–	–	0.01%	275
2021 Q3	$80K	Hold	862	–	–	0.02%	301
2021 Q2	$78K	Buy	862 +570	+195%	+$51.6K	0.02%	286
2021 Q1	$25K	Hold	292	–	–	0.01%	504
2020 Q4	$21K	Hold	292	–	–	0.01%	528
2020 Q3	$17K	Hold	292	–	–	0.01%	528
2020 Q2	$17K	Sell	292 -183	-39%	-$10.7K	0.01%	459
2020 Q1	$24K	Buy	475 +183	+63%	+$9.25K	0.01%	359
2019 Q4	$22K	Hold	292	–	–	0.01%	447
2019 Q3	$20K	Hold	292	–	–	0.01%	504
2019 Q2	$20K	Hold	292	–	–	0.01%	478
2019 Q1	$19K	Sell	292 -952	-77%	-$61.9K	0.01%	481
2018 Q4	$74K	Buy	1,244 +802	+181%	+$47.7K	0.03%	239
2018 Q3	$31K	Hold	442	–	–	0.01%	376
2018 Q2	$30K	Hold	442	–	–	0.02%	419
2018 Q1	$31K	Hold	442	–	–	0.02%	430
2017 Q4	$31K	Hold	442	–	–	0.02%	430
2017 Q3	$29K	Hold	442	–	–	0.02%	412
2017 Q2	$28K	Sell	442 -320	-42%	-$20.3K	0.02%	420
2017 Q1	$46K	Hold	762	–	–	0.03%	334
2016 Q4	$45K	Hold	762	–	–	0.03%	351
2016 Q3	$38K	Hold	762	–	–	0.03%	376
2016 Q2	$36K	Hold	762	–	–	0.03%	340
2016 Q1	$35K	Hold	762	–	–	0.03%	312
2015 Q4	$37K	Buy	+762	New	+$37K	0.03%	348