Premier Path Wealth Partners’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
Q2
$814K Sell
2025
Q1
$774K Sell
2024
Q4
$780K Sell
2024
Q3
$727K Sell
2024
Q2
$664K Sell
2024
Q1
$796K Sell
2023
Q4
$1.1M Buy