Principle 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
2026 Q1	$1.12M	Hold	9,266	–	–	0.06%	164
2025 Q4	$1.24M	Sell	9,266 -166	-2%	-$21.6K	0.07%	156
2025 Q3	$1.24M	Sell	9,432 -134	-1%	-$17.4K	0.07%	151
2025 Q2	$1.22M	Hold	9,566	–	–	0.08%	141
2025 Q1	$1.14M	Buy	9,566 +323	+3%	+$39.4K	0.08%	146
2024 Q4	$1.09M	Sell	9,243 -140	-1%	-$16.6K	0.08%	147
2024 Q3	$1.03M	Hold	9,383	–	–	0.07%	157
2024 Q2	$937K	Hold	9,383	–	–	0.07%	160
2024 Q1	$961K	Hold	9,383	–	–	0.08%	162
2023 Q4	$866K	Sell	9,383 -500	-5%	-$42K	0.07%	165
2023 Q3	$794K	Sell	9,883 -1,000	-9%	-$83.6K	0.08%	162
2023 Q2	$884K	Sell	10,883 -542	-5%	-$42.5K	0.09%	148
2023 Q1	$890K	Sell	11,425 -16,151	-59%	-$1.37M	0.1%	147
2022 Q4	$2.28M	Sell	27,576 -983	-3%	-$81.2K	0.26%	89
2022 Q3	$2.13K	Hold	28,559	–	–	0.2%	87
2022 Q2	$2.2M	Sell	28,559 -643	-2%	-$54.3K	0.27%	87
2022 Q1	$2.73M	Sell	29,202 -345	-1%	-$33K	0.29%	79
2021 Q4	$2.85M	Buy	29,547 +124	+0.4%	+$12.1K	0.3%	72
2021 Q3	$2.73M	Hold	29,423	–	–	0.31%	69
2021 Q2	$2.66M	Sell	29,423 -290	-1%	-$26.2K	0.3%	72
2021 Q1	$2.51M	Buy	29,713 +146	+0.5%	+$11.6K	0.29%	71
2020 Q4	$2.15M	Sell	29,567 -1,670	-5%	-$110K	0.28%	72
2020 Q3	$1.83M	Sell	31,237 -2,135	-6%	-$127K	0.51%	34
2020 Q2	$1.91M	Sell	33,372 -597	-2%	-$33.2K	0.56%	34
2020 Q1	$1.72M	Sell	33,969 -5,375	-14%	-$366K	0.65%	30
2019 Q4	$3M	Sell	39,344 -5,179	-12%	-$378K	0.96%	24
2019 Q3	$3.12M	Sell	44,523 -11,743	-21%	-$811K	1.08%	22
2019 Q2	$3.88M	Sell	56,266 -28,004	-33%	-$1.9M	2%	9
2019 Q1	$5.44M	Sell	84,270 -12,139	-13%	-$787K	3.11%	5
2018 Q4	$5.72M	Buy	+96,409	New	+$6.26M	4.8%	3