Principle 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 | $1.22M | Hold |
9,566
| – | – | 0.08% | 141 |
|
|
2025
Q1 | $1.14M | Buy |
9,566
+323
| +3% | +$38.6K | 0.08% | 146 |
|
|
2024
Q4 | $1.09M | Sell |
9,243
-140
| -1% | -$16.5K | 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% | -$46.1K | 0.07% | 165 |
|
|
2023
Q3 | $794K | Sell |
9,883
-1,000
| -9% | -$80.3K | 0.08% | 162 |
|
|
2023
Q2 | $884K | Sell |
10,883
-542
| -5% | -$44K | 0.09% | 148 |
|
|
2023
Q1 | $890K | Sell |
11,425
-16,151
| -59% | -$1.26M | 0.1% | 147 |
|
|
2022
Q4 | $2.28M | Sell |
27,576
-983
| -3% | -$81.3K | 0.26% | 89 |
|
|
2022
Q3 | $2.13K | Hold |
28,559
| – | – | 0.2% | 87 |
|
|
2022
Q2 | $2.2M | Sell |
28,559
-643
| -2% | -$49.6K | 0.27% | 87 |
|
|
2022
Q1 | $2.73M | Sell |
29,202
-345
| -1% | -$32.2K | 0.29% | 79 |
|
|
2021
Q4 | $2.85M | Buy |
29,547
+124
| +0.4% | +$12K | 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% | +$12.3K | 0.29% | 71 |
|
|
2020
Q4 | $2.15M | Sell |
29,567
-1,670
| -5% | -$122K | 0.28% | 72 |
|
|
2020
Q3 | $1.83M | Sell |
31,237
-2,135
| -6% | -$125K | 0.51% | 34 |
|
|
2020
Q2 | $1.91M | Sell |
33,372
-597
| -2% | -$34.2K | 0.56% | 34 |
|
|
2020
Q1 | $1.72M | Sell |
33,969
-5,375
| -14% | -$273K | 0.65% | 30 |
|
|
2019
Q4 | $3M | Sell |
39,344
-5,179
| -12% | -$395K | 0.96% | 24 |
|
|
2019
Q3 | $3.12M | Sell |
44,523
-11,743
| -21% | -$822K | 1.08% | 22 |
|
|
2019
Q2 | $3.88M | Sell |
56,266
-28,004
| -33% | -$1.93M | 2% | 9 |
|
|
2019
Q1 | $5.44M | Sell |
84,270
-12,139
| -13% | -$783K | 3.11% | 5 |
|
|
2018
Q4 | $5.72M | Buy |
+96,409
| New | +$5.72M | 4.8% | 3 |
|