Private Wealth Advisors (California)’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 | $1.59M | Buy |
12,451
+498
| +4% | +$63.4K | 0.58% | 46 |
|
|
2025
Q1 | $1.43M | Buy |
11,953
+28
| +0.2% | +$3.35K | 0.52% | 42 |
|
|
2024
Q4 | $1.41M | Sell |
11,925
-28
| -0.2% | -$3.31K | 0.55% | 41 |
|
|
2024
Q3 | $1.31M | Buy |
11,953
+103
| +0.9% | +$11.2K | 0.5% | 44 |
|
|
2024
Q2 | $1.19M | Sell |
11,850
-193
| -2% | -$19.3K | 0.46% | 46 |
|
|
2024
Q1 | $1.23M | Buy |
12,043
+4
| +0% | +$410 | 0.5% | 45 |
|
|
2023
Q4 | $1.11M | Buy |
12,039
+96
| +0.8% | +$8.86K | 0.43% | 42 |
|
|
2023
Q3 | $959K | Buy |
11,943
+27
| +0.2% | +$2.17K | 0.41% | 45 |
|
|
2023
Q2 | $968K | Sell |
11,916
-40
| -0.3% | -$3.25K | 0.4% | 43 |
|
|
2023
Q1 | $931K | Buy |
11,956
+9
| +0.1% | +$701 | 0.39% | 45 |
|
|
2022
Q4 | $988K | Buy |
11,947
+130
| +1% | +$10.8K | 0.33% | 42 |
|
|
2022
Q3 | $880K | Hold |
11,817
| – | – | 0.41% | 45 |
|
|
2022
Q2 | $1.02M | Sell |
11,817
-764
| -6% | -$65.9K | 0.38% | 47 |
|
|
2022
Q1 | $1.18M | Buy |
12,581
+350
| +3% | +$32.7K | 0.37% | 45 |
|
|
2021
Q4 | $1.18M | Sell |
12,231
-27
| -0.2% | -$2.61K | 0.25% | 46 |
|
|
2021
Q3 | $1.18M | Buy |
12,258
+50
| +0.4% | +$4.83K | 0.28% | 54 |
|
|
2021
Q2 | $1.1M | Buy |
12,208
+182
| +2% | +$16.5K | 0.34% | 53 |
|
|
2021
Q1 | $1.02M | Sell |
12,026
-8
| -0.1% | -$676 | 0.34% | 46 |
|
|
2020
Q4 | $931K | Buy |
12,034
+20
| +0.2% | +$1.55K | 0.32% | 45 |
|
|
2020
Q3 | $703K | Buy |
12,014
+207
| +2% | +$12.1K | 0.36% | 38 |
|
|
2020
Q2 | $675K | Buy |
11,807
+378
| +3% | +$21.6K | 0.47% | 29 |
|
|
2020
Q1 | $580K | Sell |
11,429
-478
| -4% | -$24.3K | 0.48% | 33 |
|
|
2019
Q4 | $908K | Sell |
11,907
-7,717
| -39% | -$588K | 0.52% | 46 |
|
|
2019
Q3 | $1.37M | Sell |
19,624
-218
| -1% | -$15.3K | 0.9% | 25 |
|
|
2019
Q2 | $1.28M | Hold |
19,842
| – | – | 0.87% | 27 |
|
|
2019
Q1 | $1.28M | Sell |
19,842
-231
| -1% | -$14.9K | 0.87% | 27 |
|
|
2018
Q4 | $1.19M | Buy |
+20,073
| New | +$1.19M | 0.96% | 23 |
|