Prospera Financial 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 | $1.7M | Sell |
13,347
-153
| -1% | -$19.5K | 0.03% | 505 |
|
|
2025
Q1 | $1.61M | Buy |
13,500
+5,516
| +69% | +$659K | 0.04% | 435 |
|
|
2024
Q4 | $943K | Buy |
7,984
+1,496
| +23% | +$177K | 0.02% | 561 |
|
|
2024
Q3 | $713K | Buy |
6,488
+437
| +7% | +$48K | 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% | +$315K | 0.02% | 663 |
|
|
2023
Q4 | $233K | Sell |
2,525
-322
| -11% | -$29.7K | 0.01% | 949 |
|
|
2023
Q3 | $229K | Buy |
+2,847
| New | +$229K | 0.01% | 904 |
|
|
2023
Q1 | – | Sell |
-4,113
| Closed | -$340K | – | 1004 |
|
|
2022
Q4 | $340K | Buy |
4,113
+888
| +28% | +$73.5K | 0.02% | 654 |
|
|
2022
Q3 | $240K | Buy |
3,225
+293
| +10% | +$21.8K | 0.01% | 726 |
|
|
2022
Q2 | $226K | Sell |
2,932
-853
| -23% | -$65.8K | 0.01% | 701 |
|
|
2022
Q1 | $354K | Buy |
+3,785
| New | +$354K | 0.01% | 699 |
|
|
2020
Q4 | – | Sell |
-986
| Closed | -$58K | – | 1539 |
|
|
2020
Q3 | $58K | Buy |
+986
| New | +$58K | 0.02% | 566 |
|
|
2014
Q4 | – | Sell |
-7,493
| Closed | -$348K | – | 321 |
|
|
2014
Q3 | $348K | Buy |
7,493
+785
| +12% | +$36.5K | 0.09% | 171 |
|
|
2014
Q2 | $311K | Buy |
+6,708
| New | +$311K | 0.08% | 191 |
|