Private Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $151K | Sell |
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|
2025
Q2 | $184K | Sell |
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|
2025
Q1 | $173K | Hold |
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|
2024
Q4 | $171K | Sell |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $96.1K | Buy |
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|
2024
Q1 | $63.7K | Sell |
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|
2023
Q4 | $74K | Sell |
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|
2023
Q3 | $80.4K | Sell |
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|
2023
Q2 | $83.5K | Buy |
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|
2023
Q1 | $75.6K | Sell |
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|
2022
Q4 | $81K | Hold |
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|
2022
Q3 | $73K | Sell |
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|
2022
Q2 | $76K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $22K | Hold |
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|
2014
Q1 | $21K | Hold |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $19K | Hold |
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|
2013
Q2 | $19K | Buy |
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