Private Wealth Advisors (California)’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	$1.38M	Sell	11,448 -508	-4%	-$64.8K	0.39%	61
2025 Q4	$1.6M	Sell	11,956 -121	-1%	-$15.7K	0.51%	53
2025 Q3	$1.58M	Sell	12,077 -374	-3%	-$48.4K	0.53%	52
2025 Q2	$1.58M	Buy	12,451 +498	+4%	+$59.4K	0.58%	48
2025 Q1	$1.43M	Buy	11,953 +28	+0.2%	+$3.41K	0.52%	45
2024 Q4	$1.41M	Sell	11,925 -28	-0.2%	-$3.31K	0.55%	44
2024 Q3	$1.31M	Buy	11,953 +103	+0.9%	+$10.9K	0.5%	46
2024 Q2	$1.19M	Sell	11,850 -193	-2%	-$19.3K	0.46%	49
2024 Q1	$1.23M	Buy	12,043 +4	+0%	+$384	0.5%	47
2023 Q4	$1.11M	Buy	12,039 +96	+0.8%	+$8.07K	0.43%	44
2023 Q3	$959K	Buy	11,943 +27	+0.2%	+$2.26K	0.41%	47
2023 Q2	$968K	Sell	11,916 -40	-0.3%	-$3.14K	0.4%	44
2023 Q1	$931K	Buy	11,956 +9	+0.1%	+$761	0.39%	46
2022 Q4	$988K	Buy	11,947 +130	+1%	+$10.7K	0.33%	49
2022 Q3	$880K	Hold	11,817	–	–	0.41%	45
2022 Q2	$1.02M	Sell	11,817 -764	-6%	-$64.5K	0.38%	47
2022 Q1	$1.18M	Buy	12,581 +350	+3%	+$33.5K	0.37%	46
2021 Q4	$1.18M	Sell	12,231 -27	-0.2%	-$2.63K	0.25%	56
2021 Q3	$1.18M	Buy	12,258 +50	+0.4%	+$4.61K	0.28%	63
2021 Q2	$1.1M	Buy	12,208 +182	+2%	+$16.4K	0.34%	53
2021 Q1	$1.02M	Sell	12,026 -8	-0.1%	-$638	0.34%	46
2020 Q4	$931K	Buy	12,034 +20	+0.2%	+$1.32K	0.32%	45
2020 Q3	$703K	Buy	12,014 +207	+2%	+$12.3K	0.36%	38
2020 Q2	$675K	Buy	11,807 +378	+3%	+$21K	0.47%	29
2020 Q1	$580K	Sell	11,429 -478	-4%	-$32.6K	0.48%	34
2019 Q4	$908K	Sell	11,907 -7,717	-39%	-$563K	0.52%	46
2019 Q3	$1.37M	Sell	19,624 -218	-1%	-$15.1K	0.9%	25
2019 Q2	$1.28M	Hold	19,842	–	–	0.87%	27
2019 Q1	$1.28M	Sell	19,842 -231	-1%	-$15K	0.87%	27
2018 Q4	$1.19M	Buy	+20,073	New	+$1.3M	0.96%	23