Private Client Services’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
Sell
-2,018
Closed -$241K 224
2025
Q1
$241K Sell
2,018
-176
-8% -$21K 0.12% 160
2024
Q4
$259K Buy
2,194
+53
+2% +$6.26K 0.14% 142
2024
Q3
$235K Buy
2,141
+134
+7% +$14.7K 0.13% 150
2024
Q2
$200K Buy
+2,007
New +$200K 0.13% 136