Principal Securities’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
$4.76M Sell
37,377
-70,554
-65% -$8.98M 0.09% 220
2025
Q1
$12.7M Hold
107,931
0.29% 68
2024
Q4
$12.7M Buy
107,931
+1,759
+2% +$208K 0.29% 67
2024
Q3
$11.7M Buy
106,172
+4,833
+5% +$531K 0.28% 66
2024
Q2
$10.1M Buy
101,339
+2,188
+2% +$219K 0.28% 68
2024
Q1
$10.2M Buy
99,151
+4,219
+4% +$432K 0.32% 66
2023
Q4
$8.76M Buy
+94,932
New +$8.76M 0.33% 65