PRI
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Prepared Retirement Institute’s Vanguard Financials ETF VFH Stock Holding History

Prepared Retirement Institute’s Portfolio VFH Stock Details VFH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,450
Closed -$444K – 83
2024
Q2 		$444K Hold
4,450
– – 0.29% 39
2024
Q1 		$456K Hold
4,450
– – 0.34% 34
2023
Q4 		$411K Buy
+4,450
New +$411K 0.31% 48