Premier Path Wealth Partners’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 | $814K | Sell |
6,391
-91
| -1% | -$11.6K | 0.11% | 191 |
|
|
2025
Q1 | $774K | Sell |
6,482
-124
| -2% | -$14.8K | 0.12% | 183 |
|
|
2024
Q4 | $780K | Sell |
6,606
-5
| -0.1% | -$590 | 0.12% | 179 |
|
|
2024
Q3 | $727K | Sell |
6,611
-32
| -0.5% | -$3.52K | 0.11% | 186 |
|
|
2024
Q2 | $664K | Sell |
6,643
-1,135
| -15% | -$113K | 0.11% | 185 |
|
|
2024
Q1 | $796K | Sell |
7,778
-4,188
| -35% | -$429K | 0.15% | 157 |
|
|
2023
Q4 | $1.1M | Buy |
+11,966
| New | +$1.1M | 0.24% | 103 |
|