Prospera Financial Services’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	$1.75M	Buy	14,464 +570	+4%	+$72.7K	0.03%	539
2025 Q4	$1.85M	Buy	13,894 +1,452	+12%	+$189K	0.03%	496
2025 Q3	$1.63M	Sell	12,442 -905	-7%	-$117K	0.03%	530
2025 Q2	$1.7M	Sell	13,347 -153	-1%	-$18.2K	0.03%	505
2025 Q1	$1.61M	Buy	13,500 +5,516	+69%	+$672K	0.04%	435
2024 Q4	$943K	Buy	7,984 +1,496	+23%	+$177K	0.02%	561
2024 Q3	$713K	Buy	6,488 +437	+7%	+$46.3K	0.02%	612
2024 Q2	$604K	Buy	6,051 +449	+8%	+$44.8K	0.02%	648
2024 Q1	$574K	Buy	5,602 +3,077	+122%	+$295K	0.02%	663
2023 Q4	$233K	Sell	2,525 -322	-11%	-$27.1K	0.01%	949
2023 Q3	$229K	Buy	+2,847	New	+$238K	0.01%	904
2023 Q1	–	Sell	-4,113	Closed	-$340K	–	1004
2022 Q4	$340K	Buy	4,113 +888	+28%	+$73.4K	0.02%	654
2022 Q3	$240K	Buy	3,225 +293	+10%	+$23.8K	0.01%	726
2022 Q2	$226K	Sell	2,932 -853	-23%	-$72K	0.01%	701
2022 Q1	$354K	Buy	+3,785	New	+$362K	0.01%	699
2020 Q4	–	Sell	-986	Closed	-$58K	–	1539
2020 Q3	$58K	Buy	+986	New	+$58.6K	0.02%	566
2014 Q4	–	Sell	-7,493	Closed	-$348K	–	321
2014 Q3	$348K	Buy	7,493 +785	+12%	+$36.6K	0.09%	171
2014 Q2	$311K	Buy	+6,708	New	+$304K	0.08%	191